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 |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $59,994 |
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 | $199,343 | $91,407+118.1% | $135,903+46.7% | $71,457+179.0% |
| Participation rate | 92.8% | 75.7%+17.1pp | 81.9%+10.9pp | 67.9%+24.8pp |
| Annual return | 17.43% | 29.90%-12.5pp | 68.23%-50.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $6,078 | $3,703+64.1% | $4,856+25.2% | $2,588+134.9% |
| Participant deferral / active EE | $11,357 | $7,092+60.1% | $7,758+46.4% | $4,289+164.8% |
| Admin fee / account holder | $89 | $1,266-93.0% | $10,762-99.2% | $1,587-94.4% |