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 Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $7,721 |
Service code 15 · EIN 66-0708309 | Recordkeeping | $4,502 |
NATIONWIDE5 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,204 | $65,561-67.7% | $86,188-75.4% | $75,163-71.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 10.83% | 46.05%-35.2pp | 1168.45%-1157.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $215 | $1,553-86.2% | $2,380-91.0% | $2,670-92.0% |
| Participant deferral / active EE | $1,573 | $3,024-48.0% | $3,985-60.5% | $4,125-61.9% |
| Admin fee / account holder | $151 | $5,474-97.2% | $6,852-97.8% | $5,651-97.3% |