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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSUARNACE COMPANY Service code 17 · EIN 31-4156830 | Pension Consulting | $17,078 |
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 | $34,495 | $47,977-28.1% | $154,107-77.6% | $56,287-38.7% |
| Participation rate | 97.5% | 66.2%+31.3pp | 83.0%+14.4pp | 69.9%+27.6pp |
| Annual return | 8.27% | 3.54%+4.7pp | 735.12%-726.8pp | -9.96%+18.2pp |
| Employer contribution / active EE | $2,667 | $2,169+23.0% | $5,298-49.7% | $2,111+26.3% |
| Participant deferral / active EE | $3,122 | $2,392+30.5% | $5,081-38.5% | $3,350-6.8% |
| Admin fee / account holder | $81 | $438-81.5% | $13,411-99.4% | $521-84.5% |