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,LLC Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $148,918 |
THE HORTON GROUP1 year Service code 16 · EIN 36-3672171 10320 ORLAND PARKWAY · ORLAND PARK, IL 60467 | Consulting | $21,469 |
BENESYS, INC.3 years Filed as: BENESYS Service code 14 · EIN 38-2383171 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Plan Administrator | $20,158 |
DGPERRY, PLLC3 years Filed as: DGPERRY Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $16,500 |
MACALA & PIATT, LLC10+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $16,281 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 1 SOUTH MAIN STREET · DAYTON, OH 45403 | Securities Custodian | $13,275 |
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 | $36,917 | $95,880-61.5% | $107,525-65.7% | $85,563-56.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 7.50% | 68.06%-60.6pp | 181.32%-173.8pp | 31.51%-24.0pp |
| Employer contribution / active EE | $5,923 | $3,812+55.4% | $3,754+57.8% | $2,654+123.2% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $318 | $1,025-69.0% | $8,919-96.4% | $834-61.9% |