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 |
|---|---|---|
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $12,474 |
REHMANN ROBSON6+ years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 26 · EIN 38-3567904 | Advisory (Participants) | $10,407 |
REHMANN ROBSON6+ years Filed as: REHMANN FINANCIAL GROUP Service code 10 · EIN 38-3207459 | Accounting | $3,412 |
Service code 37 · EIN 71-0294708 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,759 | $53,777+16.7% | $134,143-53.2% | $79,858-21.4% |
| Participation rate | 74.5% | 58.8%+15.7pp | 72.2%+2.3pp | 69.6%+4.9pp |
| Annual return | 7.65% | 19.01%-11.4pp | 36.33%-28.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $4,054 | $1,321+206.8% | $3,704+9.4% | $2,471+64.1% |
| Participant deferral / active EE | $3,624 | $2,420+49.7% | $3,499+3.6% | $3,740-3.1% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |