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 |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $8,550 |
Service code 15 · EIN 66-0708309 | Recordkeeping | $7,434 |
NATIONWIDE4 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 71 · EIN 22-3196827 | Brokerage Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,594 | $59,805-70.6% | $79,550-77.9% | $68,494-74.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -12.18% | -12.30%+0.1pp | 0.16%-12.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $201 | $1,505-86.6% | $2,413-91.7% | $2,596-92.3% |
| Participant deferral / active EE | $1,517 | $3,024-49.8% | $3,985-61.9% | $4,027-62.3% |
| Admin fee / account holder | $182 | $4,835-96.2% | $6,832-97.3% | $5,403-96.6% |