Filed June 16, 2023
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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $89,891 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,031 | $64,286+8.9% | $90,951-23.0% | $73,409-4.6% |
| Participation rate | 35.6% | 63.6%-28.0pp | 69.0%-33.4pp | 72.2%-36.6pp |
| Annual return | 21.01% | 21.45%-0.4pp | 134.60%-113.6pp | 59.29%-38.3pp |
| Employer contribution / active EE | $1,473 | $895+64.6% | $2,122-30.6% | $2,234-34.1% |
| Participant deferral / active EE | $1,214 | $2,453-50.5% | $3,373-64.0% | $3,805-68.1% |
| Admin fee / account holder | $270 | $287-5.8% | $5,959-95.5% | $158+71.3% |