Filed May 1, 2023 (most recent of 2 filings on file)
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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $162,667 |
REHMANN ROBSON3 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 10 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Accounting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,445 | $104,317+46.1% | $159,436-4.4% | $86,799+75.6% |
| Participation rate | 97.0% | 77.7%+19.3pp | 82.8%+14.1pp | 72.3%+24.7pp |
| Annual return | 14.36% | 26.32%-12.0pp | 263.57%-249.2pp | 97.91%-83.5pp |
| Employer contribution / active EE | $3,176 | $3,451-8.0% | $4,829-34.2% | $2,405+32.0% |
| Participant deferral / active EE | $9,837 | $6,837+43.9% | $7,352+33.8% | $4,131+138.1% |
| Admin fee / account holder | $143 | $172-17.1% | $10,799-98.7% | $170-15.8% |