See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON7+ years Filed as: REHMANN CAPITAL ADVISORY GROUP, LLC Service code 27 4086 LEGACY PKWY · LANSING, MI 48911 | Advisory (Plan) | $84,121 |
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $82,467 |
REHMANN ROBSON7+ years Filed as: REHMANN FINANCIAL GROUP, LLC Service code 15 2330 E PARIS AVE SE · GRAND RAPIDS, MI 49546 | Recordkeeping | $5,493 |
Service code 28 4020 SOUTH 147TH STREET · OMAHA, NE 68137 | Investment Management | $4,491 |
BINKER CAPITAL INVESTMENTS1 year Service code 28 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Investment Management | $3,713 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,154 | $61,156+155.3% | $185,823-16.0% | $79,386+96.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.48% | 19.45%-7.0pp | 122.05%-109.6pp | 116.85%-104.4pp |
| Employer contribution / active EE | $5,558 | $2,321+139.5% | $5,167+7.6% | $2,427+129.0% |
| Participant deferral / active EE | $5,297 | $2,789+90.0% | $5,568-4.9% | $4,046+30.9% |
| Admin fee / account holder | $526 | $710-25.9% | $16,237-96.8% | $626-16.1% |