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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,159 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,528 | $47,126-58.6% | $149,673-87.0% | $74,419-73.8% |
| Participation rate | 54.2% | 63.4%-9.2pp | 78.8%-24.6pp | 70.7%-16.6pp |
| Annual return | 17.34% | 22.75%-5.4pp | 134.42%-117.1pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,092 | $1,905-42.7% | $4,818-77.3% | $2,637-58.6% |
| Participant deferral / active EE | $1,635 | $2,728-40.0% | $5,680-71.2% | $4,528-63.9% |
| Admin fee / account holder | $101 | $343-70.6% | $13,210-99.2% | $348-71.1% |