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 |
|---|---|---|
Service code 64 · EIN 31-1051736 | Recordkeeping Fees | $97,249 |
NORTHWESTERN OHIO ADMINISTRATORS1+ years Service code 10 · EIN 34-1337680 | Accounting | $47,428 |
ALLOTTA FARLEY CO LPA1+ years Filed as: ALLOTTA FARLEY LLP Service code 29 · EIN 34-1316963 | Legal | $15,999 |
LUBLIN SUSSMAN GROUP LLP1+ years Service code 10 · EIN 34-1087273 | Accounting | $5,700 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,938 | $54,392-85.4% | $84,750-90.6% | $63,975-87.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 2.22% | 611.38%-609.2pp | 22.78%-20.6pp | 48.65%-46.4pp |
| Employer contribution / active EE | $3,224 | $2,943+9.5% | $3,574-9.8% | $2,182+47.8% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $51 | $136-62.7% | $5,332-99.0% | $70-28.1% |