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 |
|---|---|---|
THE SIEKMANN COMPANY2+ years Service code 10 · EIN 31-0995736 9000 MEMORIAL DR · PLAIN CITY, OH 43064 | Accounting | $10,631 |
CLARUS PARTNERS1+ years Filed as: CLARUS PARTNERS, LLC Service code 10 · EIN 26-1347383 1233 DUBLIN RD · COLUMBUS, OH 43215 | Accounting | $6,500 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,876 | $44,425+19.0% | $67,834-22.0% | $55,167-4.2% |
| Participation rate | 50.3% | 59.7%-9.5pp | 68.8%-18.5pp | 69.0%-18.7pp |
| Annual return | 6.54% | 17.80%-11.3pp | 138.47%-131.9pp | 169.23%-162.7pp |
| Employer contribution / active EE | $608 | $1,351-55.0% | $2,403-74.7% | $1,963-69.0% |
| Participant deferral / active EE | $1,321 | $2,166-39.0% | $3,160-58.2% | $3,054-56.7% |
| Admin fee / account holder | $264 | $530-50.2% | $4,622-94.3% | $504-47.6% |