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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $153,021 |
REHMANN ROBSON4 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 10 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Accounting | $625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,736 | $82,202+53.0% | $125,339+0.3% | $64,808+94.0% |
| Participation rate | 92.2% | 77.9%+14.4pp | 82.4%+9.9pp | 71.5%+20.8pp |
| Annual return | -14.53% | 3.48%-18.0pp | 572.05%-586.6pp | 32.82%-47.3pp |
| Employer contribution / active EE | $2,036 | $3,615-43.7% | $4,814-57.7% | $2,506-18.7% |
| Participant deferral / active EE | $10,090 | $7,175+40.6% | $7,446+35.5% | $4,310+134.1% |
| Admin fee / account holder | $127 | $163-22.2% | $10,010-98.7% | $188-32.4% |