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 |
|---|---|---|
MH CPA PLLC1 year Filed as: H & W CO, CPA Service code 10 · EIN 34-1663157 23240 CHARGRIN BLVD, STE 700 · CLEVELAND, OH 441225450 | Accounting | $8,750 |
Filed as: CREATIVE RETIRMENT SYSTEMS, INC Service code 14 · EIN 31-1299207 25 MERCHANT ST, SUITE 125 · CINCINNATI, OH 45246 | Plan Administrator | $450 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $440 |
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 | $15,534 | $37,196-58.2% | $154,107-89.9% | $55,725-72.1% |
| Participation rate | 33.8% | 64.1%-30.3pp | 83.0%-49.2pp | 70.9%-37.1pp |
| Annual return | -5.23% | 1319.68%-1324.9pp | 735.12%-740.3pp | 244.93%-250.2pp |
| Employer contribution / active EE | $267 | $1,614-83.4% | $5,298-95.0% | $2,078-87.1% |
| Participant deferral / active EE | $749 | $2,068-63.8% | $5,081-85.3% | $3,356-77.7% |
| Admin fee / account holder | $62 | $102-38.6% | $13,411-99.5% | $115-45.8% |