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 |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $56,311 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT SVCS Service code 16 PO BOX 21834 · NEW YORK, NY 10087 | Consulting | $20,000 |
YURCHYK & DAVIS CPA'S, INC.3 years Service code 10 · EIN 34-1638235 | Accounting | $17,937 |
CW BREITSMAN ASSOCIATES LLC5 years Service code 13 401 LIBERTY AVENUE · PITTSBURGH, PA 152221222 | Contract Administrator | $16,195 |
MACALA & PIATT, LLC7+ years Service code 29 · EIN 34-1933033 | Legal | $9,290 |
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 | $9,139 | $106,236-91.4% | $112,228-91.9% | $64,808-85.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -14.01% | -6.02%-8.0pp | 27.45%-41.5pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,028 | $3,166-67.5% | $3,635-71.7% | $2,506-59.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $158 | $452-65.1% | $6,410-97.5% | $188-16.0% |