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 |
|---|---|---|
NATIONWIDE3+ years Service code 17 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OR 43215 | Pension Consulting | $48,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,900 | $89,739-44.4% | $149,718-66.7% | $62,292-19.9% |
| Participation rate | 82.0% | 85.1%-3.1pp | 87.1%-5.1pp | 69.5%+12.5pp |
| Annual return | 15.75% | 21.01%-5.3pp | 1501.63%-1485.9pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,450 | $3,233-24.2% | $5,445-55.0% | $2,042+20.0% |
| Participant deferral / active EE | $4,779 | $4,797-0.4% | $6,569-27.2% | $3,169+50.8% |
| Admin fee / account holder | $416 | $551-24.5% | $11,283-96.3% | $479-13.1% |