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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $53,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,648 | $74,024-59.9% | $77,999-62.0% | $57,658-48.6% |
| Participation rate | 52.0% | 79.7%-27.7pp | 75.5%-23.5pp | 70.2%-18.2pp |
| Annual return | 10.70% | 12.14%-1.4pp | 425.96%-415.3pp | 5.13%+5.6pp |
| Employer contribution / active EE | $1,198 | $2,365-49.3% | $2,470-51.5% | $1,974-39.3% |
| Participant deferral / active EE | $2,049 | $3,533-42.0% | $3,497-41.4% | $3,061-33.1% |
| Admin fee / account holder | $128 | $93+37.5% | $5,480-97.7% | $95+35.5% |