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.
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 | $103,024-0.7% | $112,040-8.7% | $79,634+28.4% |
| Participation rate | 39.0% | 80.6%-41.6pp | 76.5%-37.5pp | 62.5%-23.5pp |
| Annual return | 16.07% | 17.60%-1.5pp | 24.52%-8.4pp | 36.46%-20.4pp |
| Employer contribution / active EE | $1,173 | $3,015-61.1% | $2,954-60.3% | $2,529-53.6% |
| Participant deferral / active EE | $2,528 | $5,233-51.7% | $5,098-50.4% | $3,835-34.1% |
| Admin fee / account holder | $718 | $465+54.5% | $12,098-94.1% | $1,002-28.3% |