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 LLC1 year Filed as: ROUSH INVESTMENTS, LLC Service code 26 · EIN 27-2442764 2014 TULARE AVE STE 608 · FRESNO, CA 93721 | Advisory (Participants) | $14,916 |
PENTEGRA SERVICES, INC.4 years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Plan Administrator | $9,216 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $4,609 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 14 · EIN 13-3745616 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Plan Administrator | $2,659 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $1,330 |
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVE 5-05-111V · COLUMBUS, OH 43215 | Advisory (Participants) | $266 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,665 | $56,053-70.3% | $75,972-78.1% | $80,856-79.4% |
| Participation rate | 82.5% | 62.0%+20.5pp | 69.1%+13.4pp | 67.6%+14.9pp |
| Annual return | 11.25% | 20.53%-9.3pp | 359.55%-348.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,787 | $3,052-8.7% | $4,255-34.5% | $4,296-35.1% |
| Admin fee / account holder | $216 | $5,234-95.9% | $6,467-96.7% | $6,918-96.9% |