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 |
|---|---|---|
NATIONWIDE9+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $13,100 |
REHMANN ROBSON9+ years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 26 · EIN 38-3567904 | Advisory (Participants) | $11,164 |
REHMANN ROBSON9+ years Filed as: REHMANN FINANCIAL GROUP Service code 10 · EIN 38-3207459 | Accounting | $4,396 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,044 | $48,335-54.4% | $121,098-81.8% | $71,457-69.2% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 11.79% | 23.32%-11.5pp | 985.75%-974.0pp | 28.85%-17.1pp |
| Employer contribution / active EE | $2,135 | $1,489+43.4% | $4,164-48.7% | $2,588-17.5% |
| Participant deferral / active EE | $1,383 | $2,754-49.8% | $4,080-66.1% | $4,289-67.8% |
| Admin fee / account holder | $60 | $1,841-96.7% | $5,644-98.9% | $1,587-96.2% |