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 17 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OR 43215 | Pension Consulting | $588 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,510 | $70,667-54.0% | $123,104-73.6% | $52,331-37.9% |
| Participation rate | 99.2% | 83.7%+15.5pp | 86.8%+12.4pp | 68.1%+31.1pp |
| Annual return | -1.92% | 6.23%-8.2pp | 13.22%-15.1pp | 4.54%-6.5pp |
| Employer contribution / active EE | $1,617 | $2,946-45.1% | $5,151-68.6% | $1,882-14.1% |
| Participant deferral / active EE | $3,590 | $4,493-20.1% | $6,230-42.4% | $3,022+18.8% |
| Admin fee / account holder | $4 | $506-99.2% | $9,015-100.0% | $592-99.3% |