See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES5+ years Service code 28 · EIN 58-2432390 | Investment Management | $30,676 |
Service code 19 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $15,207 |
BLITMAN & KING5+ years Service code 29 · EIN 16-1047304 | Legal | $13,576 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 | Accounting | $12,400 |
BMO HARRIS BANK NA1 year Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $5,347 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,103 | $69,362-78.2% | $101,248-85.1% | $73,488-79.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 3.68% | 18.46%-14.8pp | 46.47%-42.8pp | 28.51%-24.8pp |
| Employer contribution / active EE | $3,285 | $2,628+25.0% | $3,660-10.2% | $2,270+44.7% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $251 | $704-64.3% | $5,945-95.8% | $513-51.0% |