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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $16,192 |
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 | $24,440 | $54,320-55.0% | $67,652-63.9% | $52,331-53.3% |
| Participation rate | 94.3% | 73.6%+20.7pp | 75.7%+18.6pp | 68.1%+26.2pp |
| Annual return | 0.09% | 6.81%-6.7pp | 6625.04%-6624.9pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,108 | $1,544-28.2% | $2,266-51.1% | $1,882-41.1% |
| Participant deferral / active EE | $4,283 | $2,950+45.2% | $3,560+20.3% | $3,022+41.7% |
| Admin fee / account holder | $17 | $527-96.9% | $4,821-99.7% | $592-97.2% |