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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,178 | $62,928-77.5% | $172,739-91.8% | $67,579-79.0% |
| Participation rate | 59.8% | 64.5%-4.7pp | 82.6%-22.9pp | 71.3%-11.5pp |
| Annual return | 23.42% | 30.36%-6.9pp | 802.84%-779.4pp | 378.56%-355.1pp |
| Employer contribution / active EE | $993 | $1,636-39.3% | $5,143-80.7% | $2,148-53.8% |
| Participant deferral / active EE | $1,420 | $2,145-33.8% | $5,198-72.7% | $3,539-59.9% |
| Admin fee / account holder | $68 | $167-59.4% | $13,954-99.5% | $142-52.5% |