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 |
|---|---|---|
NATIONWIDE4 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $17,228 |
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 28 8260 NORTHCREEK DR. SUITE 200 · CINCINNATI, OH 45236 | Investment Management | $14,821 |
SCHNEIDER DOWNS & CO., INC.4 years Filed as: SCHNEIDER MALE & STRAKOWSKI CO. E.A Service code 15 4540 COOPER ROAD SUITE 303 · CINCINNATI, OH 45242 | Recordkeeping | $1,300 |
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.
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 | $21,399 | $52,293-59.1% | $178,490-88.0% | $73,409-70.8% |
| Participation rate | 28.1% | 65.3%-37.2pp | 81.9%-53.8pp | 72.2%-44.0pp |
| Annual return | 19.26% | 34.75%-15.5pp | 151.07%-131.8pp | 59.29%-40.0pp |
| Employer contribution / active EE | $2 | $1,735-99.9% | $5,011-100.0% | $2,234-99.9% |
| Participant deferral / active EE | $2,005 | $2,332-14.0% | $5,202-61.5% | $3,805-47.3% |
| Admin fee / account holder | $121 | $127-5.1% | $13,984-99.1% | $158-23.4% |