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.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $5,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,634 | $79,013-87.8% | $100,391-90.4% | $74,495-87.1% |
| Participation rate | 60.5% | 79.5%-18.9pp | 81.5%-20.9pp | 67.2%-6.7pp |
| Annual return | 22.28% | 20.41%+1.9pp | 49.20%-26.9pp | 1364.94%-1342.7pp |
| Employer contribution / active EE | $1,493 | $3,021-50.6% | $3,942-62.1% | $2,623-43.1% |
| Participant deferral / active EE | $2,593 | $7,760-66.6% | $8,082-67.9% | $4,346-40.3% |
| Admin fee / account holder | $38 | $1,320-97.2% | $7,899-99.5% | $1,942-98.1% |