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 Filed as: NATIONWIDE TRUST CO FSB A DIV OF NW Service code 53 · EIN 31-1592130 10 W NATIONWIDE BLVD, 5-05-111V · COLUMBUS, OH 43215 | Insurance Commissions | $6,412 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,522 | $63,299-78.6% | $91,001-85.1% | $62,292-78.3% |
| Participation rate | 79.3% | 73.3%+6.0pp | 75.6%+3.7pp | 69.5%+9.8pp |
| Annual return | 13.19% | 20.99%-7.8pp | 4.60%+8.6pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,402 | $1,807-22.4% | $2,456-42.9% | $2,042-31.4% |
| Participant deferral / active EE | $2,253 | $2,943-23.4% | $3,547-36.5% | $3,169-28.9% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |