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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,126 |
Annual investment return 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 | $18,725 | $59,186-68.4% | $76,768-75.6% | $56,287-66.7% |
| Participation rate | 85.9% | 75.2%+10.7pp | 77.0%+9.0pp | 69.9%+16.1pp |
| Annual return | -8.45% | 6.62%-15.1pp | 2.43%-10.9pp | -9.96%+1.5pp |
| Employer contribution / active EE | $695 | $1,759-60.5% | $2,485-72.1% | $2,111-67.1% |
| Participant deferral / active EE | $1,931 | $3,255-40.7% | $3,852-49.9% | $3,350-42.4% |
| Admin fee / account holder | $57 | $489-88.3% | $6,675-99.1% | $521-89.0% |