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 SERVICES10+ years Service code 28 · EIN 58-2432390 | Investment Management | $30,676 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047304 | Legal | $21,683 |
Service code 19 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $19,523 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $17,265 |
BMO HARRIS BANK NA6 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $6,952 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,510 | $86,944-70.7% | $107,525-76.3% | $74,304-65.7% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 5.51% | 23.52%-18.0pp | 181.32%-175.8pp | 29.43%-23.9pp |
| Employer contribution / active EE | $4,076 | $2,757+47.9% | $3,754+8.6% | $2,241+81.9% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $358 | $3,727-90.4% | $8,919-96.0% | $2,969-88.0% |