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 Filed as: NATIONWIDE INSURANCE Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $70,926 |
Service code 63 · EIN 71-0816002 | 12b-1 Fees | $8,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,424 | $35,485-11.4% | $74,550-57.8% | $55,725-43.6% |
| Participation rate | 54.8% | 62.5%-7.8pp | 69.1%-14.4pp | 70.9%-16.1pp |
| Annual return | -12.69% | 0.72%-13.4pp | 32.53%-45.2pp | 244.93%-257.6pp |
| Employer contribution / active EE | $641 | $777-17.6% | $1,961-67.3% | $2,078-69.2% |
| Participant deferral / active EE | $2,867 | $2,181+31.5% | $3,108-7.8% | $3,356-14.6% |
| Admin fee / account holder | $274 | $114+139.7% | $5,060-94.6% | $115+137.9% |