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 JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $39,258 |
PAYNE NICKLES & COMPANY2 years Service code 10 · EIN 34-1664586 257 BENEDICT AVE. BLDG D · NORWALK, OH 44857 | Accounting | $27,400 |
ZABARSKY & ASSOCIATES, LLC8+ years Service code 13 · EIN 82-0560553 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136 | Contract Administrator | $20,364 |
MANAGEMENT PLANNING, INC.8+ years Service code 34 · EIN 21-0646362 1000 LENOX DRIVE · LAWRENCEVILLE, NJ 08648 | Valuation (appraisals, etc.) | $11,681 |
MCDONALD HOPKINS, LLC8+ years Filed as: MCDONALD HOPKINS LLC Service code 29 · EIN 34-1059058 600 SUPERIOR AVENUE EAST · CLEVELAND, OH 44114 | Legal | $9,326 |
MILLS, POTOCZAK & COMPANY4 years Service code 25 · EIN 34-1664751 27600 CHAGRIN BLVD. 200 · CLEVELAND, OH 441224464 | Directed Trustee | $8,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,061 | $64,119+68.5% | $112,228-3.7% | $66,914+61.5% |
| Participation rate | 99.4% | 68.5%+30.9pp | 75.1%+24.3pp | 69.8%+29.6pp |
| Annual return | 1.57% | -13.81%+15.4pp | 27.45%-25.9pp | 1.58%0pp |
| Employer contribution / active EE | $9,615 | $3,005+219.9% | $3,635+164.6% | $2,544+277.9% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $485 | $625-22.4% | $6,410-92.4% | $593-18.2% |