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 10-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 |
|---|---|---|
Service code 15 · EIN 31-0329926 35 E 7TH STREET SUITE 501 · CINCINNATI, OH 45202 | Recordkeeping | $28,256 |
CUNI, RUST & STRENK1+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4540 COOPER RD SUITE 304 · CINCINNATI, OH 45242 | Actuarial | $27,150 |
TRADITION CAPITAL MANAGEMENT1+ years Filed as: TRADITION CAPITAL MANAGEMENT LLC Service code 27 · EIN 22-3760945 129 SUMMIT AVENUE · SUMMIT, NJ 07901 | Advisory (Plan) | $15,148 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL GRYANT & HAMILL Service code 27 · EIN 41-1788385 540 WEST MADISON ST SUITE 1900 · CHICAGO, IL 60661 | Advisory (Plan) | $14,962 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SO., STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $12,000 |
SOPER SOPER & WEINEL, LLP1+ years Service code 10 · EIN 31-1222293 35 E 7TH STREET SUITE 501 · CINCINNATI, OH 45202 | Accounting | $9,100 |
US BANK1+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 1555 N. RIVERCENTER DR. STE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $4,412 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $226,711-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 48.3%-48.3pp | 4.3%-4.3pp |
| Annual return | -1.69% | 2.81%-4.5pp | -1.71%0pp | 2.81%-4.5pp |
| Employer contribution / active EE | $4,480 | $16,358-72.6% | $45,357-90.1% | $16,358-72.6% |
| Participant deferral / active EE | $0 | $775-100.0% | $175-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $7,161-100.0% | $1,639-100.0% |