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 ROBSON7 years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 49 · EIN 38-3567911 4086 LEGACY PKWY · LANSING, MI 48911 | Other Services | $137,221 |
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,601 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 28 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Investment Management | $13,771 |
REHMANN ROBSON8 years Filed as: REHMANN FINANCIAL Service code 49 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Other Services | $12,633 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,927 | $82,917-14.5% | $103,333-31.4% | $77,643-8.6% |
| Participation rate | 50.5% | 71.6%-21.1pp | 74.5%-24.0pp | 70.6%-20.1pp |
| Annual return | 16.32% | 19.13%-2.8pp | 24.88%-8.6pp | 31.24%-14.9pp |
| Employer contribution / active EE | $849 | $3,552-76.1% | $3,868-78.1% | $2,726-68.9% |
| Participant deferral / active EE | $3,442 | $4,108-16.2% | $5,057-31.9% | $4,647-25.9% |
| Admin fee / account holder | $425 | $638-33.4% | $8,355-94.9% | $430-1.3% |