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 Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $21,979 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,358 | $47,977-43.0% | $154,107-82.2% | $56,287-51.4% |
| Participation rate | 63.7% | 66.2%-2.5pp | 83.0%-19.4pp | 69.9%-6.2pp |
| Annual return | 0.82% | 3.54%-2.7pp | 735.12%-734.3pp | -9.96%+10.8pp |
| Employer contribution / active EE | $1,330 | $2,169-38.7% | $5,298-74.9% | $2,111-37.0% |
| Participant deferral / active EE | $2,414 | $2,392+0.9% | $5,081-52.5% | $3,350-27.9% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |