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 |
|---|---|---|
PARK EDGE ADVISORS1 year Filed as: PARK EDGE ADVISORS, LLC Service code 16 2360 W 11TH ST · CLEVELAND, OH 44113 | Consulting | $74,548 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $58,438 |
BENESYS, INC.1 year Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $24,879 |
BARNES WENDLING CPAS INC1 year Filed as: BARNES WENDLING CPAS Service code 10 1350 EUCLID AVE · CLEVELAND, OH 44115 | Accounting | $21,478 |
FRANTZ WARD LLP1 year Service code 29 200 PUBLIC SQUARE · CLEVELAND, OH 44114 | Legal | $7,805 |
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 | $97,539 | $47,105+107.1% | $68,368+42.7% | $67,986+43.5% |
| Participation rate | 100.0% | 51.8%+48.2pp | 73.8%+26.2pp | 57.2%+42.8pp |
| Annual return | 6.46% | 48.37%-41.9pp | 292.57%-286.1pp | 31.67%-25.2pp |
| Employer contribution / active EE | $13,419 | $1,859+622.0% | $2,649+406.6% | $2,019+564.7% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1,507 | $2,435-38.1% | $5,150-70.7% | $3,203-53.0% |