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 ROBSON5 years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 49 · EIN 38-3567911 4086 LEGACY PKWY · LANSING, MI 48911 | Other Services | $112,743 |
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,986 |
REHMANN ROBSON6 years Filed as: REHMANN FINANCIAL Service code 49 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Other Services | $15,477 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 28 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Investment Management | $9,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,624 | $106,236-45.8% | $112,228-48.7% | $64,808-11.1% |
| Participation rate | 43.7% | 71.7%-28.0pp | 75.1%-31.4pp | 71.5%-27.8pp |
| Annual return | -18.08% | -6.02%-12.1pp | 27.45%-45.5pp | 32.82%-50.9pp |
| Employer contribution / active EE | $80 | $3,166-97.5% | $3,635-97.8% | $2,506-96.8% |
| Participant deferral / active EE | $3,050 | $3,785-19.4% | $4,728-35.5% | $4,310-29.2% |
| Admin fee / account holder | $528 | $452+17.0% | $6,410-91.8% | $188+181.4% |