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 |
|---|---|---|
NATIONWIDE4+ years Service code 17 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OR 43215 | Pension Consulting | $57,985 |
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 | $50,168 | $79,523-36.9% | $140,016-64.2% | $56,287-10.9% |
| Participation rate | 82.6% | 85.7%-3.1pp | 87.5%-4.9pp | 69.9%+12.8pp |
| Annual return | -5.56% | 2.39%-8.0pp | 651.12%-656.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,322 | $3,350-30.7% | $5,606-58.6% | $2,111+10.0% |
| Participant deferral / active EE | $4,857 | $5,129-5.3% | $6,927-29.9% | $3,350+45.0% |
| Admin fee / account holder | $499 | $614-18.8% | $10,705-95.3% | $521-4.2% |