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 7-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 Service code 19 ONE NATINOWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $25,093 |
Filed as: RETIREMENT PLANNING SERVICES Service code 13 · EIN 84-1096179 | Contract Administrator | $14,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,731 | $48,471-86.1% | $182,532-96.3% | $67,579-90.0% |
| Participation rate | 38.7% | 67.2%-28.5pp | 78.0%-39.3pp | 71.3%-32.6pp |
| Annual return | 37.91% | 31.08%+6.8pp | 148.54%-110.6pp | 378.56%-340.6pp |
| Employer contribution / active EE | $606 | $1,461-58.5% | $4,076-85.1% | $2,148-71.8% |
| Participant deferral / active EE | $930 | $3,324-72.0% | $5,524-83.2% | $3,539-73.7% |
| Admin fee / account holder | $72 | $151-52.3% | $8,592-99.2% | $142-49.3% |