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 27 · EIN 34-1660652 108 W WESTERN RESERVE RD. · YOUNGSTOWN, OH 44514 | Advisory (Plan) | $43,502 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,917 |
BEARD PENSION SERVICES, INC.4 years Service code 13 · EIN 34-1760227 108 W WESTERN RESERVE RD · YOUNGSTOWN, OH 44514 | Contract Administrator | $5,300 |
Filed as: ADVISED ASSETS GROUP,LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,441 |
COHEN & COMPANY2 years Service code 10 · EIN 34-1912961 3500 EMBASSY PKWY · AKRON, OH 44333 | Accounting | $114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,976 | $73,638+19.5% | $95,952-8.3% | $73,488+19.7% |
| Participation rate | 96.8% | 76.2%+20.7pp | 77.1%+19.7pp | 70.7%+26.1pp |
| Annual return | 17.09% | 16.78%+0.3pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $2,751 | $1,863+47.7% | $2,541+8.3% | $2,270+21.2% |
| Participant deferral / active EE | $4,784 | $3,617+32.3% | $4,167+14.8% | $3,740+27.9% |
| Admin fee / account holder | $250 | $482-48.1% | $6,795-96.3% | $513-51.3% |