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 |
|---|---|---|
NATIONWIDE9 years Service code 14 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Plan Administrator | $131,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,282 | $98,727+3.6% | $113,168-9.6% | $85,563+19.5% |
| Participation rate | 39.0% | 80.8%-41.8pp | 76.6%-37.6pp | 66.0%-27.0pp |
| Annual return | 16.07% | 17.43%-1.4pp | 24.27%-8.2pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,173 | $2,907-59.7% | $2,975-60.6% | $2,654-55.8% |
| Participant deferral / active EE | $2,528 | $5,424-53.4% | $5,107-50.5% | $4,375-42.2% |
| Admin fee / account holder | $718 | $357+101.4% | $12,068-94.0% | $834-13.9% |