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 17 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OR 43215 | Pension Consulting | $64,206 |
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 | $71,132 | $136,307-47.8% | $177,821-60.0% | $73,488-3.2% |
| Participation rate | 82.1% | 86.1%-4.0pp | 87.7%-5.6pp | 70.7%+11.5pp |
| Annual return | 14.91% | 18.68%-3.8pp | 48.32%-33.4pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,486 | $3,712-33.0% | $5,918-58.0% | $2,270+9.5% |
| Participant deferral / active EE | $4,982 | $5,829-14.5% | $7,714-35.4% | $3,740+33.2% |
| Admin fee / account holder | $577 | $596-3.1% | $12,427-95.4% | $513+12.4% |