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 |
|---|---|---|
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 1300 E NINTH, SUITE 1900 · CLEVELAND, OH 441141593 | Advisory (Plan) | $75,000 |
IBEW-NECA SERVICE CENTER1 year Filed as: IBEW NECA SERVICE CENTER Service code 14 · EIN 43-0896804 5735 ELIZABETH AVENUE · ST LOUIS, MO 63110 | Plan Administrator | $61,738 |
ALLOTTA FARLEY CO LPA9 years Filed as: ALLOTTA FARLEY CO, LPA Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $29,572 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0614919 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Broker | $26,145 |
Filed as: TIC MIDWEST Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $25,361 |
DGPERRY, PLLC2 years Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $24,517 |
Filed as: FIDELITY INVESTMENT INST.OPER.CO. Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | $17,350 |
Participant contribution per participant 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 | $58,728 | $241,101-75.6% | $103,333-43.2% | $199,593-70.6% |
| Participation rate | 73.1% | 78.3%-5.2pp | 74.5%-1.4pp | 72.0%+1.1pp |
| Annual return | 13.52% | 17.80%-4.3pp | 24.88%-11.4pp | 34.25%-20.7pp |
| Employer contribution / active EE | $4,299 | $4,244+1.3% | $3,868+11.2% | $3,034+41.7% |
| Participant deferral / active EE | $1,062 | $3,958-73.2% | $5,057-79.0% | $5,087-79.1% |
| Admin fee / account holder | $64 | $288-77.6% | $8,355-99.2% | $269-76.0% |