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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,982 |
CENTAURUS FINANCIAL INC2+ years Service code 49 2300 E KATELLA AVE STE 200 · ANAHEIM, CA 92806 | Other Services | $29,759 |
REHMANN ROBSON2+ years Filed as: REHMANN FINANCIAL GROUP Service code 37 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Loan Processing | $12,339 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,078 | $51,244-39.4% | $80,975-61.6% | $55,167-43.7% |
| Participation rate | 75.9% | 71.7%+4.2pp | 75.8%0pp | 69.0%+6.9pp |
| Annual return | 4.76% | 17.39%-12.6pp | 17.10%-12.3pp | 169.23%-164.5pp |
| Employer contribution / active EE | $361 | $1,770-79.6% | $3,714-90.3% | $1,963-81.6% |
| Participant deferral / active EE | $2,608 | $4,418-41.0% | $5,696-54.2% | $3,054-14.6% |
| Admin fee / account holder | $419 | $398+5.3% | $5,516-92.4% | $504-16.8% |