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 |
|---|---|---|
BENESYS, INC.4 years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Plan Administrator | $61,911 |
CUNI, RUST & STRENK7 years Filed as: CUNI, RUST & STRENK, INC Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $36,012 |
AMERICAN REALTY ADVISORS10+ years Service code 19 · EIN 33-0123114 515 S FLOWER ST · LOS ANGELES, CA 90071 | Securities Custodian | $34,149 |
ALLOTTA FARLEY CO LPA10+ years Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $28,713 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 80-0861455 875 GREENTREE RD. · PITTSBURGH, PA 15220 | Advisory (Plan) | $26,260 |
PNC BANK, N.A.1 year Filed as: PNC FINANCIAL SERVICES GROUP, INC. Service code 19 · EIN 25-1435929 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $10,946 |
E. PERRY3 years Filed as: DG PERRY, PLLC Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $10,000 |
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 27 · EIN 45-3328488 290 WOORDCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $7,889 |
ULLICO1 year Filed as: ULLICO INVESTMENT SERVICES Service code 19 · EIN 90-0622302 8403 COLESVILLE RD · SILVER SPRINGS, MD 20910 | Securities Custodian | $7,599 |
PNC BANK, N.A.1 year Filed as: PNC BANK NATIONAL ASSOCIATION Service code 50 · EIN 22-1146430 1900 E 9TH STREET · CLEVELAND, OH 44114 | Direct Payment | $6,783 |
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.
Employer contribution per participant 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 | $0 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 8.27% | 9.12%-0.8pp | 9.57%-1.3pp | 10.77%-2.5pp |
| Employer contribution / active EE | $8,045 | $14,150-43.1% | $26,706-69.9% | $15,292-47.4% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |