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 8-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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $72,059 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,678 | $130,194-57.2% | $169,993-67.2% | $71,457-22.1% |
| Participation rate | 87.3% | 86.1%+1.2pp | 87.0%+0.3pp | 67.9%+19.4pp |
| Annual return | 50.26% | 20.37%+29.9pp | 53.37%-3.1pp | 28.85%+21.4pp |
| Employer contribution / active EE | $1,891 | $4,381-56.8% | $6,785-72.1% | $2,588-26.9% |
| Participant deferral / active EE | $4,093 | $6,923-40.9% | $10,408-60.7% | $4,289-4.6% |
| Admin fee / account holder | $350 | $966-63.8% | $12,815-97.3% | $1,587-78.0% |