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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $84,537 |
Service code 63 · EIN 71-0816002 | 12b-1 Fees | $8,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,304 | $64,286-29.5% | $90,951-50.2% | $73,409-38.3% |
| Participation rate | 56.2% | 63.6%-7.4pp | 69.0%-12.8pp | 72.2%-16.0pp |
| Annual return | 12.49% | 21.45%-9.0pp | 134.60%-122.1pp | 59.29%-46.8pp |
| Employer contribution / active EE | $847 | $895-5.3% | $2,122-60.1% | $2,234-62.1% |
| Participant deferral / active EE | $3,149 | $2,453+28.4% | $3,373-6.6% | $3,805-17.3% |
| Admin fee / account holder | $293 | $287+2.1% | $5,959-95.1% | $158+85.7% |