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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,198 |
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.
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 | $123,519 | $48,576+154.3% | $169,463-27.1% | $56,287+119.4% |
| Participation rate | 17.9% | 65.8%-47.9pp | 77.8%-59.9pp | 69.9%-51.9pp |
| Annual return | -7.73% | -2.51%-5.2pp | 1.83%-9.6pp | -9.96%+2.2pp |
| Employer contribution / active EE | $719 | $1,559-53.9% | $4,159-82.7% | $2,111-65.9% |
| Participant deferral / active EE | $1,823 | $3,275-44.3% | $5,277-65.4% | $3,350-45.6% |
| Admin fee / account holder | $0 | $435-100.0% | $9,109-100.0% | $521-100.0% |