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 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $57,871 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS RETIREMENT SVCS Service code 16 PO BOX 21834 · NEW YORK, NY 10087 | Consulting | $24,000 |
CW BREITSMAN ASSOCIATES LLC6 years Service code 13 401 LIBERTY AVENUE · PITTSBURGH, PA 152221222 | Contract Administrator | $20,998 |
YURCHYK & DAVIS CPA'S, INC.4 years Service code 10 · EIN 34-1638235 | Accounting | $20,445 |
MACALA & PIATT, LLC8+ years Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $12,388 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,886 | $92,971-89.4% | $96,683-89.8% | $74,419-86.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 8.26% | 37.49%-29.2pp | 35.69%-27.4pp | 34.38%-26.1pp |
| Employer contribution / active EE | $935 | $3,426-72.7% | $3,737-75.0% | $2,637-64.5% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $279 | $633-56.0% | $6,730-95.9% | $348-19.9% |