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 10-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 65 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $14,674 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $6,430 | $32,037-79.9% | $69,182-90.7% | $62,891-89.8% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | -1.86% | 15.16%-17.0pp | -21.93%+20.1pp | 20.14%-22.0pp |
| Employer contribution / active EE | $823 | $679+21.1% | $1,206-31.8% | $2,281-63.9% |
| Participant deferral / active EE | $1,360 | $1,185+14.7% | $1,897-28.3% | $3,203-57.5% |
| Admin fee / account holder | $66 | $2,608-97.5% | $2,697-97.6% | $4,296-98.5% |