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 |
|---|---|---|
NATIONWIDE7+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,281 |
REHMANN ROBSON7+ years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 26 · EIN 38-3567904 | Advisory (Participants) | $12,797 |
REHMANN ROBSON7+ years Filed as: REHMANN FINANCIAL GROUP Service code 10 · EIN 38-3207459 | Accounting | $5,338 |
Service code 37 · EIN 71-0294708 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,956 | $58,694-38.7% | $142,863-74.8% | $85,850-58.1% |
| Participation rate | 98.0% | 58.5%+39.5pp | 71.9%+26.0pp | 69.3%+28.6pp |
| Annual return | 9.06% | 27.72%-18.7pp | 5637.54%-5628.5pp | 318.53%-309.5pp |
| Employer contribution / active EE | $2,993 | $1,423+110.4% | $4,144-27.8% | $2,565+16.7% |
| Participant deferral / active EE | $2,000 | $2,607-23.3% | $3,837-47.9% | $3,952-49.4% |
| Admin fee / account holder | $104 | $4,239-97.5% | $6,560-98.4% | $6,260-98.3% |