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 |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $61,809 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,611 | $65,223-66.9% | $80,019-73.0% | $55,725-61.2% |
| Participation rate | 58.4% | 80.6%-22.2pp | 75.8%-17.5pp | 70.9%-12.5pp |
| Annual return | -7.39% | 7.59%-15.0pp | 11.22%-18.6pp | 244.93%-252.3pp |
| Employer contribution / active EE | $1,190 | $2,544-53.2% | $2,468-51.8% | $2,078-42.7% |
| Participant deferral / active EE | $2,283 | $3,881-41.2% | $3,686-38.1% | $3,356-32.0% |
| Admin fee / account holder | $113 | $114-1.2% | $6,521-98.3% | $115-2.0% |