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 9-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 |
|---|---|---|
NATIONWIDE3 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $13,694 |
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 28 8260 NORTHCREEK DR. SUITE 200 · CINCINNATI, OH 45236 | Investment Management | $11,997 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER MALE & STRAKOWSKI CO. E.A Service code 15 4540 COOPER ROAD SUITE 303 · CINCINNATI, OH 45242 | Recordkeeping | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,204 | $62,928-72.7% | $172,739-90.0% | $67,579-74.5% |
| Participation rate | 28.3% | 64.5%-36.2pp | 82.6%-54.4pp | 71.3%-43.0pp |
| Annual return | 29.98% | 30.36%-0.4pp | 802.84%-772.9pp | 378.56%-348.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,041 | $2,145-4.8% | $5,198-60.7% | $3,539-42.3% |
| Admin fee / account holder | $105 | $167-37.0% | $13,954-99.2% | $142-26.2% |