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 |
|---|---|---|
Service code 10 · EIN 34-1816383 105 CLEVELAND ROAD STE A · NORWALK, OH 44857 | Accounting | $28,425 |
ZABARSKY & ASSOCIATES, LLC5+ years Service code 13 · EIN 82-0560553 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136 | Contract Administrator | $15,659 |
MANAGEMENT PLANNING, INC.5+ years Service code 34 · EIN 21-0646362 1000 LENOX DRIVE · LAWRENCEVILLE, NJ 08648 | Valuation (appraisals, etc.) | $10,785 |
Service code 25 · EIN 34-1664751 27600 CHAGRIN BLVD. 200 · CLEVELAND, OH 441224464 | Directed Trustee | $8,381 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,261 | $63,114+41.4% | $92,893-3.9% | $65,185+36.9% |
| Participation rate | 98.8% | 68.8%+30.0pp | 76.0%+22.8pp | 70.2%+28.6pp |
| Annual return | 6.34% | 28.75%-22.4pp | 109.41%-103.1pp | 29.38%-23.0pp |
| Employer contribution / active EE | $4,412 | $2,571+71.6% | $3,653+20.8% | $2,177+102.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $411 | $624-34.1% | $5,794-92.9% | $847-51.5% |