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 | $33,291 |
CUNI, RUST & STRENK4+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4540 COOPER RD SUITE 304 · CINCINNATI, OH 45242 | Actuarial | $17,500 |
STANDARD VALUATIONS4+ years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SO., STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $16,000 |
SOPER SOPER & WEINEL, LLP4+ years Service code 10 · EIN 31-1222293 35 E 7TH STREET SUITE 501 · CINCINNATI, OH 45202 | Accounting | $9,500 |
MANNING & NAPIER3 years Service code 27 · EIN 45-3328488 PO BOX 925 · FAIRPORT, NY 14450 | Advisory (Plan) | $6,568 |
US BANK4+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 1555 N. RIVERCENTER DR. STE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $6,398 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARISI SOLLARS LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $5,370 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $171,071-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 4.7%-4.7pp |
| Annual return | -5.12% | -1.76%-3.4pp | -3.19%-1.9pp | -0.69%-4.4pp |
| Employer contribution / active EE | $5,039 | $13,257-62.0% | $48,658-89.6% | $16,786-70.0% |
| Participant deferral / active EE | $0 | $0 | $273-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,129-100.0% | $124-100.0% |