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 |
|---|---|---|
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. Service code 26 · EIN 13-5657518 | Advisory (Participants) | $18,253 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $17,015 |
MH CPA PLLC2 years Filed as: H & W CO, CPA Service code 10 · EIN 34-1663157 23240 CHARGRIN BLVD, STE 700 · CLEVELAND, OH 441225450 | Accounting | $9,000 |
Filed as: CREATIVE RETIRMENT SYSTEMS, INC Service code 14 · EIN 31-1299207 25 MERCHANT ST, SUITE 125 · CINCINNATI, OH 45246 | Plan Administrator | $4,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,387 | $62,928-64.4% | $172,739-87.0% | $67,579-66.9% |
| Participation rate | 28.9% | 64.5%-35.5pp | 82.6%-53.7pp | 71.3%-42.3pp |
| Annual return | 34.74% | 30.36%+4.4pp | 802.84%-768.1pp | 378.56%-343.8pp |
| Employer contribution / active EE | $242 | $1,636-85.2% | $5,143-95.3% | $2,148-88.7% |
| Participant deferral / active EE | $717 | $2,145-66.6% | $5,198-86.2% | $3,539-79.7% |
| Admin fee / account holder | $216 | $167+29.4% | $13,954-98.5% | $142+51.5% |