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 6-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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,525 | $52,953+3.0% | $172,739-68.4% | $65,185-16.4% |
| Participation rate | 67.2% | 66.2%+1.0pp | 82.6%-15.5pp | 70.2%-3.0pp |
| Annual return | 23.06% | 30.12%-7.1pp | 802.84%-779.8pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,727 | $2,190-21.1% | $5,143-66.4% | $2,177-20.7% |
| Participant deferral / active EE | $3,478 | $2,471+40.8% | $5,198-33.1% | $3,514-1.0% |
| Admin fee / account holder | $194 | $472-58.8% | $13,954-98.6% | $847-77.1% |