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 6-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 |
|---|---|---|
ROUSH INVESTMENTS LLC2 years Filed as: ROUSH INVESTMENTS Service code 10 · EIN 27-2442764 | Accounting | $14,450 |
NATIONWIDE2 years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $13,016 |
PENTEGRA SERVICES, INC.2 years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 | Plan Administrator | $11,619 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 | Plan Administrator | $2,509 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 10 · EIN 26-2409128 | Accounting | $1,255 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 10 · EIN 31-4156830 | Accounting | $193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,761 | $48,265-75.6% | $68,791-82.9% | $68,494-82.8% |
| Participation rate | 95.5% | 60.7%+34.8pp | 69.0%+26.4pp | 67.9%+27.6pp |
| Annual return | -18.02% | -12.71%-5.3pp | -6.38%-11.6pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,604 | $2,867+25.7% | $3,941-8.5% | $4,027-10.5% |
| Admin fee / account holder | $301 | $4,355-93.1% | $4,932-93.9% | $5,403-94.4% |