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 4-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 |
|---|---|---|
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 1300 EAST NINTH STREET, SUITE 850 · CLEVELAND, OH 44114 | Actuarial | $43,850 |
HARRIS1+ years Filed as: HARRIS ASSOCIATES, LP Service code 20 · EIN 04-3276558 TWO NORTH LASALLE STREET, SUITE 500 · CHICAGO, IL 60602 | Trustee (individual) | $27,884 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P. MORGAN CHASE BANK, N.A. Service code 26 · EIN 13-4994650 1300 EAST NINTH STREET, SUITE 1300 · CLEVELAND, OH 44114 | Advisory (Participants) | $14,319 |
MALONEY & NOVOTNY LLC1+ years Filed as: MALONEY & NOVOTNY, LLC Service code 10 · EIN 34-0677006 4774 MUNSON STREET NW, SUITE 402 · CANTON, OH 44718 | Accounting | $7,705 |
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.
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 | $0 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | 0.90% | -1.73%+2.6pp | -3.43%+4.3pp | -7.14%+8.0pp |
| Employer contribution / active EE | $7,352 | $18,310-59.8% | $25,607-71.3% | $14,613-49.7% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |