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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $34,293 |
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 | $67,488 | $78,422-13.9% | $95,952-29.7% | $79,858-15.5% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 13.84% | 19.37%-5.5pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,377 | $1,945-29.2% | $2,541-45.8% | $2,471-44.3% |
| Participant deferral / active EE | $5,411 | $3,440+57.3% | $4,167+29.8% | $3,740+44.7% |
| Admin fee / account holder | $6 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |