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 |
|---|---|---|
LOCAL 1102 RWDSU1+ years Filed as: LOCAL 17 FRINGE BENEFIT FUND Service code 13 · EIN 34-1472960 P.O. BOX 6327 · CLEVELAND, OH 441011327 | Contract Administrator | $79,104 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 1300 E. NINTH ST., 1900 · CLEVELAND, OH 441141593 | Advisory (Plan) | $25,000 |
TRAMER SHORE & ZWICK1+ years Filed as: TRAMER, SHORE & ZWICK CPA'S Service code 10 · EIN 34-1736265 23775 COMMERCE PARK · BEACHWOOD, OH 44122 | Accounting | $6,650 |
GOLDSTEIN GRAGEL LLC1+ years Filed as: GOLDSTEIN & GRAGEL LLC Service code 29 · EIN 26-3575398 | Legal | $5,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,910 | $54,392-24.8% | $84,750-51.7% | $63,975-36.1% |
| Participation rate | 69.8% | 76.9%-7.0pp | 76.6%-6.7pp | 71.1%-1.3pp |
| Annual return | -1.08% | 611.38%-612.5pp | 22.78%-23.9pp | 48.65%-49.7pp |
| Employer contribution / active EE | $2,662 | $2,943-9.6% | $3,574-25.5% | $2,182+22.0% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $108 | $136-20.5% | $5,332-98.0% | $70+53.4% |