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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,746 | $130,194+0.4% | $169,993-23.1% | $71,457+83.0% |
| Participation rate | 70.5% | 86.1%-15.7pp | 87.0%-16.5pp | 67.9%+2.6pp |
| Annual return | 15.02% | 20.37%-5.3pp | 53.37%-38.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $2,621 | $4,381-40.2% | $6,785-61.4% | $2,588+1.3% |
| Participant deferral / active EE | $5,391 | $6,923-22.1% | $10,408-48.2% | $4,289+25.7% |
| Admin fee / account holder | $108 | $966-88.8% | $12,815-99.2% | $1,587-93.2% |