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 |
|---|---|---|
REHMANN ROBSON10+ years Filed as: REHMANN FINANCIAL GROUP Service code 26 · EIN 38-3567911 | Advisory (Participants) | $10,497 |
NATIONWIDE10+ years Service code 13 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $1,244 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,080 | $52,406-42.6% | $129,207-76.7% | $74,495-59.6% |
| Participation rate | 99.1% | 53.8%+45.3pp | 69.6%+29.5pp | 67.2%+31.9pp |
| Annual return | 11.44% | 15.66%-4.2pp | 9417.33%-9405.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $2,560 | $1,531+67.3% | $4,153-38.4% | $2,623-2.4% |
| Participant deferral / active EE | $1,868 | $2,794-33.2% | $4,168-55.2% | $4,346-57.0% |
| Admin fee / account holder | $121 | $2,633-95.4% | $7,715-98.4% | $1,942-93.8% |