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 Service code 15 · EIN 31-4156830 | Recordkeeping | $7,811 |
Participant contribution per participant 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.
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 | $5,011 | $43,423-88.5% | $78,689-93.6% | $55,167-90.9% |
| Participation rate | 73.1% | 68.0%+5.1pp | 73.6%-0.4pp | 69.0%+4.1pp |
| Annual return | 6.66% | 11.53%-4.9pp | 62.18%-55.5pp | 169.23%-162.6pp |
| Employer contribution / active EE | $687 | $1,997-65.6% | $2,851-75.9% | $1,963-65.0% |
| Participant deferral / active EE | $497 | $2,509-80.2% | $3,517-85.9% | $3,054-83.7% |
| Admin fee / account holder | $0 | $416-99.9% | $4,510-100.0% | $504-99.9% |