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 |
|---|---|---|
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO. Service code 26 · EIN 13-5657518 | Advisory (Participants) | $21,515 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $16,673 |
MH CPA PLLC3 years Filed as: H & W CO, CPA Service code 10 · EIN 34-1663157 23240 CHARGRIN BLVD, STE 700 · CLEVELAND, OH 441225450 | Accounting | $9,275 |
Filed as: CREATIVE RETIRMENT SYSTEMS, INC Service code 14 · EIN 31-1299207 25 MERCHANT ST, SUITE 125 · CINCINNATI, OH 45246 | Plan Administrator | $3,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,399 | $52,293-47.6% | $178,490-84.6% | $73,409-62.7% |
| Participation rate | 33.3% | 65.3%-32.0pp | 81.9%-48.6pp | 72.2%-38.8pp |
| Annual return | 17.40% | 34.75%-17.4pp | 151.07%-133.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $344 | $1,735-80.2% | $5,011-93.1% | $2,234-84.6% |
| Participant deferral / active EE | $959 | $2,332-58.9% | $5,202-81.6% | $3,805-74.8% |
| Admin fee / account holder | $234 | $127+83.8% | $13,984-98.3% | $158+48.2% |