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 |
|---|---|---|
NATIONWIDE7 years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $68,171 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,044 | $53,165-58.5% | $86,188-74.4% | $74,419-70.4% |
| Participation rate | 40.3% | 64.9%-24.5pp | 69.0%-28.6pp | 70.7%-30.4pp |
| Annual return | 16.06% | 22.64%-6.6pp | 1168.45%-1152.4pp | 34.38%-18.3pp |
| Employer contribution / active EE | $424 | $1,210-65.0% | $2,380-82.2% | $2,637-83.9% |
| Participant deferral / active EE | $1,114 | $3,234-65.6% | $3,985-72.0% | $4,528-75.4% |
| Admin fee / account holder | $187 | $551-66.1% | $6,852-97.3% | $348-46.2% |