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 |
|---|---|---|
QUAYLE CO. SECURITIES6+ years Service code 27 · EIN 38-2776937 | Advisory (Plan) | $37,618 |
Service code 10 · EIN 34-1316056 25000 CENTER RIDGE RD #8 · WESTLAKE, OH 44145 | Accounting | $11,735 |
SCHWARZWALD & MCNAIR4 years Filed as: SCHWARZWELD MCNAIR & FUSCO, LLP Service code 29 · EIN 20-0467468 | Legal | $5,779 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,347 | $53,901-95.6% | $134,143-98.3% | $73,488-96.8% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.2%+27.8pp | 70.7%+29.3pp |
| Annual return | 6.45% | 15.82%-9.4pp | 36.33%-29.9pp | 28.51%-22.1pp |
| Employer contribution / active EE | $1,930 | $1,458+32.4% | $3,704-47.9% | $2,270-15.0% |
| Participant deferral / active EE | $0 | $2,739-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $24 | $581-95.8% | $6,684-99.6% | $513-95.3% |