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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $58,514 |
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 | $51,770 | $52,293-1.0% | $178,490-71.0% | $73,409-29.5% |
| Participation rate | 72.6% | 65.3%+7.2pp | 81.9%-9.4pp | 72.2%+0.4pp |
| Annual return | 43.95% | 34.75%+9.2pp | 151.07%-107.1pp | 59.29%-15.3pp |
| Employer contribution / active EE | $1,296 | $1,735-25.3% | $5,011-74.1% | $2,234-42.0% |
| Participant deferral / active EE | $2,843 | $2,332+21.9% | $5,202-45.3% | $3,805-25.3% |
| Admin fee / account holder | $184 | $127+44.4% | $13,984-98.7% | $158+16.5% |