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 |
|---|---|---|
ZABARSKY & ASSOCIATES, LLC2 years Service code 15 · EIN 82-0560553 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136 | Recordkeeping | $81,789 |
COOKSON PEIRCE & CO INC2 years Filed as: COOKSON PEIRCE & CO. INC Service code 28 · EIN 25-1449860 555 GRANT STREET, SUITE 380 · PITTSBURGH, PA 15219 | Investment Management | $43,920 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $39,000 |
CARNEGIE INVESTMENT COUNSEL2 years Filed as: CARNEGIE CAPITAL ASSET Service code 28 · EIN 26-4766975 30300 CHAGRIN BOULEVARD · PEPPER PIKE, OH 44124 | Investment Management | $19,191 |
HAZLETT, BURT AND WATSON3 years Service code 28 · EIN 55-0538822 1300 CHAPLINE ST. · WHEELING, WV 26003 | Investment Management | $13,447 |
CHARLES SCHWAB & CO., INC.2 years Service code 71 · EIN 94-1737782 | Brokerage Fees | $6,023 |
Service code 28 · EIN 22-3844414 | Investment Management | $5,166 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,654 | $183,519-43.5% | $155,509-33.3% | $145,922-29.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.14% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $6,723 | $19,313-65.2% | $15,912-57.7% | $13,397-49.8% |