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 Filed as: MANNING AND NAPIER ADVISORS Service code 27 · EIN 16-0995736 655 METRO PLACE S,STE 600 · DUBLIN, OH 43017 | Advisory (Plan) | $139,168 |
DGPERRY, PLLC2 years Filed as: DGPERRY Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $21,084 |
BENESYS, INC.2 years Filed as: BENESYS Service code 14 · EIN 38-2383171 3660 STUTZ DRIVE · CANFIELD, OH 44406 | Plan Administrator | $17,838 |
MACALA & PIATT, LLC9+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $13,086 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-0676865 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $11,310 |
Service code 14 · EIN 87-1871016 626 NORTH FOURTH STREET · STEUBENVILLE, OH 43952 | Plan Administrator | $8,050 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0614919 333 WEST 34TH ST. · NEW YORK, NY 10001 | Insurance services; Direct payment fr... | $7,365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,231 | $82,917-52.7% | $103,333-62.0% | $77,643-49.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 7.35% | 19.13%-11.8pp | 24.88%-17.5pp | 31.24%-23.9pp |
| Employer contribution / active EE | $4,541 | $3,552+27.9% | $3,868+17.4% | $2,726+66.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $332 | $638-47.9% | $8,355-96.0% | $430-22.8% |