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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 18 · EIN 98-0361647 | Direct payment from the plan; Custodi... | $484,928 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO Service code 18 · EIN 13-2646110 | Custodial (other than securities); Di... | $208,652 |
Filed as: P&P NO. 189 H&W FUND ADMINISTRATORS Service code 13 · EIN 31-6035546 | Contract Administrator | $152,548 |
Service code 10 · EIN 31-0800053 | Accounting | $16,225 |
VORYS, SATER, SEYMOUR & PEASE10+ years Service code 29 · EIN 31-4333125 | Legal | $15,000 |
LANZ PRINTING1 year Service code 50 257 CLEVELAND AVE. · COLUMBUS, OH 43215 | Direct Payment | $11,672 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,329 | $103,641+30.6% | $107,525+25.9% | $102,872+31.6% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.1%+9.9pp | 73.0%+12.0pp |
| Annual return | 5.73% | 13.08%-7.4pp | 181.32%-175.6pp | 19.06%-13.3pp |
| Employer contribution / active EE | $12,068 | $5,096+136.8% | $3,754+221.5% | $3,526+242.2% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $549 | $276+98.6% | $8,919-93.8% | $292+87.7% |