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 |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $59,024 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,969 | $56,423+174.7% | $77,163+100.8% | $71,457+116.9% |
| Participation rate | 59.7% | 64.3%-4.6pp | 69.6%-9.8pp | 67.9%-8.2pp |
| Annual return | 12.95% | 19.05%-6.1pp | 37.87%-24.9pp | 28.85%-15.9pp |
| Employer contribution / active EE | $1,953 | $1,866+4.7% | $2,535-23.0% | $2,588-24.5% |
| Participant deferral / active EE | $3,952 | $3,142+25.8% | $3,833+3.1% | $4,289-7.9% |
| Admin fee / account holder | $590 | $1,429-58.7% | $5,472-89.2% | $1,587-62.8% |