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 INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $18,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,420 | $46,173+17.9% | $170,442-68.1% | $69,631-21.8% |
| Participation rate | 16.0% | 63.9%-47.9pp | 83.6%-67.6pp | 70.7%-54.7pp |
| Annual return | 15.94% | 21.62%-5.7pp | 205.93%-190.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $311 | $1,610-80.7% | $5,433-94.3% | $2,032-84.7% |
| Participant deferral / active EE | $1,935 | $2,080-7.0% | $4,939-60.8% | $3,224-40.0% |
| Admin fee / account holder | $891 | $116+668.3% | $13,880-93.6% | $110+706.7% |