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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $63,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,737 | $47,977+12.0% | $154,107-65.1% | $56,287-4.5% |
| Participation rate | 58.5% | 66.2%-7.6pp | 83.0%-24.5pp | 69.9%-11.3pp |
| Annual return | -5.87% | 3.54%-9.4pp | 735.12%-741.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,062 | $2,169-51.0% | $5,298-79.9% | $2,111-49.7% |
| Participant deferral / active EE | $1,923 | $2,392-19.6% | $5,081-62.1% | $3,350-42.6% |
| Admin fee / account holder | $232 | $438-47.1% | $13,411-98.3% | $521-55.5% |