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 Service code 15 · EIN 31-4156830 | Recordkeeping | $35,693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,638 | $55,453-32.1% | $170,442-77.9% | $62,292-39.6% |
| Participation rate | 59.7% | 66.4%-6.7pp | 83.6%-23.9pp | 69.5%-9.8pp |
| Annual return | 13.77% | 21.38%-7.6pp | 205.93%-192.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $942 | $2,164-56.5% | $5,433-82.7% | $2,042-53.9% |
| Participant deferral / active EE | $2,217 | $2,303-3.7% | $4,939-55.1% | $3,169-30.0% |
| Admin fee / account holder | $353 | $455-22.3% | $13,880-97.5% | $479-26.3% |