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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43214 | Recordkeeping | $13,562 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $26,747 | $39,162-31.7% | $100,671-73.4% | $59,632-55.1% |
| Participation rate | 73.1% | 55.9%+17.2pp | 70.7%+2.4pp | 68.7%+4.4pp |
| Annual return | -0.98% | 21.07%-22.1pp | 20.43%-21.4pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,331 | $1,151+15.6% | $4,012-66.8% | $2,203-39.6% |
| Participant deferral / active EE | $2,202 | $1,992+10.6% | $3,144-29.9% | $3,192-31.0% |
| Admin fee / account holder | $11 | $2,969-99.6% | $4,850-99.8% | $4,297-99.7% |