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 |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $41,446 |
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 | $41,234 | $31,109+32.5% | $67,711-39.1% | $52,331-21.2% |
| Participation rate | 73.0% | 54.0%+19.0pp | 67.5%+5.5pp | 68.1%+4.9pp |
| Annual return | -1.95% | 23.70%-25.6pp | 25.41%-27.4pp | 4.54%-6.5pp |
| Employer contribution / active EE | $2,950 | $1,076+174.2% | $2,559+15.3% | $1,882+56.8% |
| Participant deferral / active EE | $4,725 | $1,970+139.8% | $3,585+31.8% | $3,022+56.4% |
| Admin fee / account holder | $31 | $466-93.4% | $4,255-99.3% | $592-94.8% |