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 Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $16,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,159 | $46,732-24.8% | $156,549-77.5% | $55,167-36.3% |
| Participation rate | 62.1% | 65.8%-3.7pp | 84.0%-21.9pp | 69.0%-6.9pp |
| Annual return | 6.24% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,328 | $2,105-36.9% | $5,501-75.9% | $1,963-32.3% |
| Participant deferral / active EE | $2,627 | $2,204+19.2% | $4,871-46.1% | $3,054-14.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |