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 |
|---|---|---|
NOA1 year Service code 13 · EIN 34-1337680 | Contract Administrator | $240,306 |
FRONTIER CAPITAL MANAGEMENT10+ years Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $92,973 |
Service code 19 · EIN 34-0797057 | Securities Custodian | $62,738 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $60,000 |
Service code 99 · EIN 45-0593187 | Other Fees | $26,558 |
HUNTINGTON INSURANCE5 years Service code 22 41 S. HIGH STREET · COLUMBUS, OH 43215 | Insurance Broker | $25,257 |
SHUMAKER, LOOP & KENDRICK, LLP10+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $23,035 |
Service code 10 · EIN 31-0800053 | Accounting | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,567 | $103,641-45.4% | $107,525-47.4% | $102,872-45.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 11.46% | 13.08%-1.6pp | 181.32%-169.9pp | 19.06%-7.6pp |
| Employer contribution / active EE | $6,672 | $5,096+30.9% | $3,754+77.8% | $3,526+89.2% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $99 | $276-64.0% | $8,919-98.9% | $292-66.0% |