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 |
|---|---|---|
Filed as: CLEVELAND CLINIC Service code 14 · EIN 34-0714585 | Plan Administrator | $51,475 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,848 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $8,976 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $61,846 | $45,382+36.3% | $154,107-59.9% | $75,289-17.9% |
| Participation rate | 87.0% | 65.9%+21.1pp | 83.0%+4.0pp | 72.4%+14.6pp |
| Annual return | -2.10% | -0.47%-1.6pp | 735.12%-737.2pp | -0.04%-2.1pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,899 | $2,384+63.5% | $5,081-23.3% | $3,739+4.3% |
| Admin fee / account holder | $119 | $89+33.8% | $13,411-99.1% | $102+16.8% |