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 |
|---|---|---|
REHMANN ROBSON4+ years Filed as: REHMANN FINANCIAL Service code 63 29065 CLEMENS ROAD · WESTLAKE, OH 44145 | 12b-1 Fees | $56,315 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 63 10100 INNOVATION DRIVE · MIAMISBURG, OH 45322 | 12b-1 Fees | $37,228 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN-WAYPOINT PARTNERS Service code 63 28601 CHAGRIN BLVD · CLEVELAND, OH 44122 | 12b-1 Fees | $20,310 |
MONNIER & CO4+ years Service code 10 · EIN 34-1236295 1055 FAIRINGTON DRIVE · SIDNEY, OH 453650459 | Accounting | $10,500 |
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 | $226,862 | $59,186+283.3% | $76,768+195.5% | $56,287+303.0% |
| Participation rate | 96.7% | 75.2%+21.5pp | 77.0%+19.7pp | 69.9%+26.8pp |
| Annual return | -5.81% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.1pp |
| Employer contribution / active EE | $8,609 | $1,759+389.6% | $2,485+246.4% | $2,111+307.8% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,010 | $489+106.6% | $6,675-84.9% | $521+93.9% |