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 |
|---|---|---|
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO. Service code 26 · EIN 13-5657518 | Advisory (Participants) | $27,764 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $19,523 |
Filed as: CREATIVE RETIRMENT SYSTEMS, INC Service code 14 · EIN 31-1299207 25 MERCHANT ST, SUITE 125 · CINCINNATI, OH 45246 | Plan Administrator | $9,450 |
Filed as: THE MCGREGOR HOME Service code 10 14900 PRIVATE DRIVE E · CLEVELAND, OH 44112 | Accounting | $980 |
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 | $28,540 | $46,292-38.3% | $143,757-80.1% | $64,808-56.0% |
| Participation rate | 33.6% | 64.2%-30.6pp | 80.3%-46.7pp | 71.5%-37.9pp |
| Annual return | -17.92% | -10.05%-7.9pp | -0.04%-17.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $460 | $1,910-75.9% | $4,951-90.7% | $2,506-81.6% |
| Participant deferral / active EE | $1,379 | $2,646-47.9% | $5,637-75.5% | $4,310-68.0% |
| Admin fee / account holder | $299 | $154+94.3% | $14,673-98.0% | $188+59.1% |