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 9-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 ROBSON2 years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 49 · EIN 38-3567911 4086 LEGACY PKWY · LANSING, MI 48911 | Other Services | $92,537 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,145 |
DOEREN MAYHEW1 year Service code 49 305 W BIG BEAVER ROAD · TROY, MI 48084 | Other Services | $36,500 |
REHMANN ROBSON3 years Filed as: REHMANN FINANCIAL Service code 49 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Other Services | $20,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,157 | $66,601-26.2% | $92,893-47.1% | $67,579-27.3% |
| Participation rate | 47.3% | 72.5%-25.1pp | 76.0%-28.7pp | 71.3%-23.9pp |
| Annual return | 25.52% | 92.58%-67.1pp | 109.41%-83.9pp | 378.56%-353.0pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,541 | $3,157-19.5% | $4,236-40.0% | $3,539-28.2% |
| Admin fee / account holder | $729 | $199+266.8% | $5,794-87.4% | $142+412.7% |