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 & NAPIER1 year Filed as: MANNING AND NAPIER ADVISORS Service code 27 · EIN 16-0995736 655 METRO PLACE S,STE 600 · DUBLIN, OH 43017 | Advisory (Plan) | $104,350 |
SEI INVESTMENTS1 year Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $35,509 |
Filed as: RM KOMOROWSKI JR CPA Service code 13 · EIN 45-4003557 626 N. 4TH ST, STE 105 · STEUBENVILLE, OH 43952 | Contract Administrator | $13,500 |
Service code 10 · EIN 55-0526247 32 TWENTIETH ST, STE 300 · WHEELING, WV 26003 | Accounting | $12,500 |
MACALA & PIATT, LLC7+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $10,844 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-0676865 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $9,806 |
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 | $48,120 | $106,236-54.7% | $112,228-57.1% | $64,808-25.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -6.87% | -6.02%-0.8pp | 27.45%-34.3pp | 32.82%-39.7pp |
| Employer contribution / active EE | $2,090 | $3,166-34.0% | $3,635-42.5% | $2,506-16.6% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $343 | $452-24.1% | $6,410-94.7% | $188+82.4% |