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 8-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 |
|---|---|---|
REHMANN ROBSON8+ years Filed as: REHMANN FINANCIAL Service code 27 · EIN 38-3567911 | Advisory (Plan) | $52,306 |
Filed as: FENNER MELSTROM & DOOLING PLC (FMD Service code 10 · EIN 38-1402622 | Accounting | $11,500 |
REHMANN ROBSON3 years Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3567911 | Accounting | $11,315 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,235 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,668 | $50,815+239.8% | $155,509+11.0% | $77,643+122.4% |
| Participation rate | 87.3% | 63.1%+24.2pp | 78.2%+9.1pp | 70.6%+16.7pp |
| Annual return | 13.27% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $6,518 | $1,993+227.1% | $4,672+39.5% | $2,726+139.1% |
| Participant deferral / active EE | $5,594 | $2,822+98.2% | $5,626-0.6% | $4,647+20.4% |
| Admin fee / account holder | $217 | $437-50.2% | $15,912-98.6% | $430-49.5% |