See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE FINANCIAL Service code 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $23,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,524 | $58,726-42.9% | $92,233-63.7% | $62,292-46.2% |
| Participation rate | 47.5% | 68.3%-20.8pp | 76.5%-28.9pp | 69.5%-22.0pp |
| Annual return | 321.15% | 43.62%+277.5pp | 176.28%+144.9pp | 28.90%+292.3pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,584 | $2,766-42.7% | $3,897-59.3% | $3,169-50.0% |
| Admin fee / account holder | $265 | $556-52.3% | $5,194-94.9% | $479-44.7% |