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 |
|---|---|---|
OPPENHEIMER5 years Filed as: OPPENHEIMER & CO. Service code 26 · EIN 13-5657518 | Advisory (Participants) | $29,324 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $17,918 |
Filed as: CREATIVE RETIRMENT SYSTEMS, INC Service code 14 · EIN 31-1299207 25 MERCHANT ST, SUITE 125 · CINCINNATI, OH 45246 | Plan Administrator | $10,700 |
HW&CO.1 year Filed as: HW & CO Service code 10 28601 CHAGRIN BLVD, STE 210 · CLEVELAND, OH 44122 | Accounting | $5,000 |
MCGREGOR & ASSOCIATES, INC.2 years Filed as: THE MCGREGOR HOME Service code 10 14900 PRIVATE DRIVE E · CLEVELAND, OH 44112 | Accounting | $0 |
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 | $31,567 | $47,126-33.0% | $149,673-78.9% | $74,419-57.6% |
| Participation rate | 37.3% | 63.4%-26.1pp | 78.8%-41.4pp | 70.7%-33.4pp |
| Annual return | 18.77% | 22.75%-4.0pp | 134.42%-115.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $518 | $1,905-72.8% | $4,818-89.2% | $2,637-80.3% |
| Participant deferral / active EE | $1,633 | $2,728-40.2% | $5,680-71.3% | $4,528-63.9% |
| Admin fee / account holder | $280 | $343-18.4% | $13,210-97.9% | $348-19.6% |