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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $43,292 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,088 | $64,909-72.1% | $82,313-78.0% | $62,292-71.0% |
| Participation rate | 95.3% | 74.9%+20.4pp | 76.9%+18.4pp | 69.5%+25.8pp |
| Annual return | 14.99% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $394 | $1,676-76.5% | $2,428-83.8% | $2,042-80.7% |
| Participant deferral / active EE | $2,085 | $3,103-32.8% | $3,706-43.7% | $3,169-34.2% |
| Admin fee / account holder | $48 | $440-89.2% | $5,608-99.2% | $479-90.1% |