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 5-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 | $11,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,292 | $53,162-75.0% | $91,220-85.4% | $68,494-80.6% |
| Participation rate | 42.6% | 63.2%-20.7pp | 73.2%-30.6pp | 67.9%-25.3pp |
| Annual return | -59.37% | -3.14%-56.2pp | 114.01%-173.4pp | -7.84%-51.5pp |
| Employer contribution / active EE | $1,810 | $1,709+5.9% | $2,850-36.5% | $2,596-30.3% |
| Participant deferral / active EE | $2,945 | $2,974-0.9% | $4,234-30.4% | $4,027-26.9% |
| Admin fee / account holder | $201 | $4,493-95.5% | $5,420-96.3% | $5,403-96.3% |