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 |
|---|---|---|
NATIONWIDE1+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $1,664 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,477-100.0% | $94,646-100.0% | $71,457-100.0% |
| Participation rate | 0.0% | 78.4%-78.4pp | 80.8%-80.8pp | 67.9%-67.9pp |
| Annual return | 0.00% | 29.66%-29.7pp | 156.71%-156.7pp | 28.85%-28.8pp |
| Employer contribution / active EE | $743 | $2,853-74.0% | $3,672-79.8% | $2,588-71.3% |
| Participant deferral / active EE | $1,233 | $7,345-83.2% | $7,418-83.4% | $4,289-71.2% |
| Admin fee / account holder | $0 | $1,210-100.0% | $7,231-100.0% | $1,587-100.0% |