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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $132,372 |
REHMANN ROBSON5 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 10 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Accounting | $3,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,000 | $95,274+51.1% | $135,903+6.0% | $74,419+93.5% |
| Participation rate | 94.6% | 78.2%+16.4pp | 81.9%+12.7pp | 70.7%+23.9pp |
| Annual return | 22.04% | 32.77%-10.7pp | 68.23%-46.2pp | 34.38%-12.3pp |
| Employer contribution / active EE | $2,364 | $3,874-39.0% | $4,856-51.3% | $2,637-10.4% |
| Participant deferral / active EE | $11,737 | $7,782+50.8% | $7,758+51.3% | $4,528+159.2% |
| Admin fee / account holder | $106 | $266-60.3% | $10,762-99.0% | $348-69.6% |