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 |
|---|---|---|
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,086 |
REHMANN ROBSON4+ years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 26 · EIN 38-3567904 | Advisory (Participants) | $12,020 |
REHMANN ROBSON4+ years Filed as: REHMANN FINANCIAL GROUP Service code 10 · EIN 38-3207459 | Accounting | $3,091 |
Service code 37 · EIN 71-0294708 | Loan Processing | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $47,471 | $43,723+8.6% | $121,196-60.8% | $64,186-26.0% |
| Participation rate | 81.9% | 58.3%+23.6pp | 71.7%+10.2pp | 69.6%+12.3pp |
| Annual return | -1.92% | 68.91%-70.8pp | 16.93%-18.8pp | 7.63%-9.6pp |
| Employer contribution / active EE | $3,200 | $1,296+146.9% | $4,022-20.4% | $2,381+34.4% |
| Participant deferral / active EE | $2,822 | $2,280+23.8% | $3,344-15.6% | $3,470-18.7% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |