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 |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST.OPER.CO. Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | $246,776 |
Filed as: TIC INTERNATIONAL Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $76,489 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2046110 1300 E NINTH, SUITE 1900 · CLEVELAND, OH 441141593 | Advisory (Plan) | $75,000 |
ALLOTTA FARLEY CO LPA7 years Filed as: ALLOTTA FARLEY CO, LPA Service code 29 · EIN 34-1316963 3240 LEVIS BLVD · PERRYSBURG, OH 43551 | Legal | $34,631 |
BODINE PERRY2 years Filed as: BODINE PERRY, PLLC Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR. · CANFIELD, OH 44406 | Accounting | $27,792 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0614919 333 WEST 34TH ST 2ND FLR · NEW YORK, NY 10001 | Direct payment from the plan; Insuran... | $21,813 |
BENESYS, INC.7 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $8,000 |
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 | $50,427 | $76,774-34.3% | $112,228-55.1% | $77,904-35.3% |
| Participation rate | 87.9% | 80.2%+7.7pp | 75.1%+12.8pp | 73.7%+14.2pp |
| Annual return | -12.90% | -10.25%-2.6pp | 27.45%-40.3pp | 12.21%-25.1pp |
| Employer contribution / active EE | $4,023 | $3,977+1.2% | $3,635+10.7% | $2,848+41.3% |
| Participant deferral / active EE | $683 | $3,778-81.9% | $4,728-85.6% | $4,806-85.8% |
| Admin fee / account holder | $74 | $239-69.2% | $6,410-98.9% | $133-44.5% |