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 SERVICES7+ years Service code 28 · EIN 58-2432390 | Investment Management | $30,676 |
Service code 19 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $20,537 |
BLITMAN & KING7+ years Service code 29 · EIN 16-1047304 | Legal | $19,471 |
BONADIO & CO., LLP7+ years Service code 10 · EIN 16-1131146 | Accounting | $13,480 |
BMO HARRIS BANK NA3 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $5,656 |
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 | $14,828 | $64,119-76.9% | $112,228-86.8% | $66,914-77.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -6.99% | -13.81%+6.8pp | 27.45%-34.4pp | 1.58%-8.6pp |
| Employer contribution / active EE | $3,803 | $3,005+26.5% | $3,635+4.6% | $2,544+49.5% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $268 | $625-57.2% | $6,410-95.8% | $593-54.9% |