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 |
|---|---|---|
MEEDER ASSET MANAGEMENT, INC1+ years Service code 27 · EIN 31-0841498 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Plan) | $72,099 |
Service code 29 · EIN 45-1540483 20445 EMERALD PARKWAY DR., STE. 210 · CLEVELAND, OH 44135 | Legal | $24,349 |
CENTRAL DATA SERVICES1+ years Service code 13 · EIN 25-1352803 60 BLVD OF THE ALLIES, FIFTH FLOOR · PITTSBURGH, PA 15222 | Contract Administrator | $14,000 |
ANNESS GERLACH & WILLIAMS, CPA'S1+ years Filed as: ANNESS, GERLACH & WILLIAMS, CPAS Service code 10 · EIN 34-1451668 1275 BOARDMAN CANFIELD ROAD · YOUNGSTOWN, OH 44512 | Accounting | $10,950 |
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 | $23,319 | $54,392-57.1% | $84,750-72.5% | $63,975-63.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 2.55% | 611.38%-608.8pp | 22.78%-20.2pp | 48.65%-46.1pp |
| Employer contribution / active EE | $2,045 | $2,943-30.5% | $3,574-42.8% | $2,182-6.3% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $115 | $136-15.2% | $5,332-97.8% | $70+63.5% |