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 |
|---|---|---|
MANNING & NAPIER3+ years Service code 27 · EIN 16-0995736 655 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $78,918 |
SEI INVESTMENTS3+ years Service code 27 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $25,972 |
R M KOMOROWSKI JR CPA INC3+ years Service code 12 · EIN 45-4003557 626 NORTH FOURTH STREET · STEUBENVILLE, OH 43952 | Claims processing | $15,000 |
Service code 10 · EIN 55-0526247 32 TWENTIETH STREET · WHEELING, WV 26003 | Accounting | $12,000 |
MACALA & PIATT, LLC3+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · AKRON, OH 44720 | Legal | $11,240 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1337357 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $10,328 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,139 | $56,443-28.9% | $83,848-52.1% | $55,725-28.0% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 6.80% | 393.67%-386.9pp | 850.88%-844.1pp | 244.93%-238.1pp |
| Employer contribution / active EE | $1,966 | $2,682-26.7% | $3,631-45.8% | $2,078-5.4% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $266 | $156+70.4% | $5,478-95.1% | $115+131.2% |