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 |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $42,537 |
PAYNE NICKLES & COMPANY1 year Service code 10 · EIN 34-1664586 257 BENEDICT AVE. BLDG D · NORWALK, OH 44857 | Accounting | $27,550 |
ZABARSKY & ASSOCIATES, LLC7+ years Service code 13 · EIN 82-0560553 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136 | Contract Administrator | $19,904 |
MANAGEMENT PLANNING, INC.7+ years Service code 34 · EIN 21-0646362 1000 LENOX DRIVE · LAWRENCEVILLE, NJ 08648 | Valuation (appraisals, etc.) | $10,900 |
MILLS, POTOCZAK & COMPANY3 years Service code 25 · EIN 34-1664751 27600 CHAGRIN BLVD. 200 · CLEVELAND, OH 441224464 | Directed Trustee | $8,160 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 70 · EIN 34-1753575 159 CROCKER PARK BLVD 350 · CLEVELAND, OH 44145 | Consulting Fees | $6,000 |
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 | $109,936 | $77,660+41.6% | $109,143+0.7% | $79,386+38.5% |
| Participation rate | 99.3% | 67.8%+31.5pp | 75.9%+23.5pp | 70.7%+28.6pp |
| Annual return | 9.15% | 23.44%-14.3pp | 25.75%-16.6pp | 116.85%-107.7pp |
| Employer contribution / active EE | $7,333 | $2,797+162.1% | $3,722+97.0% | $2,427+202.1% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $505 | $732-31.0% | $6,752-92.5% | $626-19.3% |