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 |
|---|---|---|
NATIONWIDE8+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $12,843 |
REHMANN ROBSON8+ years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 26 · EIN 38-3567904 | Advisory (Participants) | $10,394 |
REHMANN ROBSON8+ years Filed as: REHMANN FINANCIAL GROUP Service code 10 · EIN 38-3207459 | Accounting | $5,958 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $24,573 | $45,602-46.1% | $117,472-79.1% | $66,914-63.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 70.6%+29.4pp | 69.8%+30.2pp |
| Annual return | -10.72% | -16.74%+6.0pp | 29.74%-40.5pp | 1.58%-12.3pp |
| Employer contribution / active EE | $2,226 | $1,579+41.0% | $4,176-46.7% | $2,544-12.5% |
| Participant deferral / active EE | $1,844 | $2,845-35.2% | $4,070-54.7% | $4,237-56.5% |
| Admin fee / account holder | $77 | $661-88.4% | $5,645-98.6% | $593-87.1% |