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 & NAPIER6+ years Service code 27 · EIN 16-0995736 655 METRO PLACE SOUTH - SUITE 600 · DUBLIN, OH 43017 | Advisory (Plan) | $108,027 |
SEI INVESTMENTS6+ years Service code 19 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $32,657 |
R M KOMOROWSKI JR CPA INC6+ years Service code 13 · EIN 45-4003557 626 NORTH FOURTH STREET - SUITE 105 · STEUBENVILLE, OH 43952 | Contract Administrator | $16,458 |
Service code 10 · EIN 55-0526247 32 TWENTIETH STREET - SUITE 300 · WHEELING, WV 26003 | Accounting | $14,500 |
MACALA & PIATT, LLC6+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · AKRON, OH 44720 | Legal | $9,840 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-0854434 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Securities Custodian | $7,979 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,000 | $78,275-33.6% | $109,143-52.4% | $86,799-40.1% |
| Participation rate | 94.3% | 73.8%+20.5pp | 75.9%+18.4pp | 72.3%+22.0pp |
| Annual return | 22.36% | 19.14%+3.2pp | 25.75%-3.4pp | 97.91%-75.5pp |
| Employer contribution / active EE | $2,445 | $3,105-21.3% | $3,722-34.3% | $2,405+1.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $318 | $198+60.3% | $6,752-95.3% | $170+87.6% |