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 |
|---|---|---|
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO. Service code 26 · EIN 13-5657518 | Advisory (Participants) | $28,430 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $18,180 |
MH CPA PLLC4 years Filed as: H & W CO, CPA Service code 10 · EIN 34-1663157 23240 CHARGRIN BLVD, STE 700 · CLEVELAND, OH 441225450 | Accounting | $8,654 |
Filed as: CREATIVE RETIRMENT SYSTEMS, INC Service code 14 · EIN 31-1299207 25 MERCHANT ST, SUITE 125 · CINCINNATI, OH 45246 | Plan Administrator | $4,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $30,091 | $56,485-46.7% | $185,823-83.8% | $86,799-65.3% |
| Participation rate | 34.2% | 65.5%-31.3pp | 81.7%-47.5pp | 72.3%-38.1pp |
| Annual return | 11.66% | 118.04%-106.4pp | 122.05%-110.4pp | 97.91%-86.2pp |
| Employer contribution / active EE | $418 | $1,843-77.3% | $5,167-91.9% | $2,405-82.6% |
| Participant deferral / active EE | $1,250 | $2,553-51.0% | $5,568-77.5% | $4,131-69.7% |
| Admin fee / account holder | $257 | $150+71.9% | $16,237-98.4% | $170+51.7% |