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 |
|---|---|---|
CROWE LLP5 years Service code 65 · EIN 35-0921680 | Account Maintenance | $23,429 |
MILLS, POTOCZAK & COMPANY4 years Filed as: MILLS, POTOCZAK, & CO. Service code 25 27600 CHAGRIN BLVD · CLEVELAND, OH 44122 | Directed Trustee | $6,864 |
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 | $31,876 | $64,707-50.7% | $112,228-71.6% | $68,494-53.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -7.71% | -11.40%+3.7pp | 27.45%-35.2pp | -7.84%+0.1pp |
| Employer contribution / active EE | $4,564 | $2,746+66.2% | $3,635+25.6% | $2,596+75.8% |
| Participant deferral / active EE | $1,796 | $3,565-49.6% | $4,728-62.0% | $4,027-55.4% |
| Admin fee / account holder | $279 | $5,232-94.7% | $6,410-95.6% | $5,403-94.8% |