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 13 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $53,578 |
CERITY PARTNERS3 years Filed as: CERITY PARTNERS RETIREMENT SVCS Service code 16 PO BOX 21834 · NEW YORK, NY 10087 | Consulting | $24,000 |
CW BREITSMAN ASSOCIATES LLC7 years Service code 13 401 LIBERTY AVENUE · PITTSBURGH, PA 152221222 | Contract Administrator | $22,211 |
YURCHYK & DAVIS CPA'S, INC.5 years Service code 10 · EIN 34-1638235 | Accounting | $15,840 |
MACALA & PIATT, LLC9+ years Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $13,458 |
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 | $10,758 | $82,917-87.0% | $103,333-89.6% | $77,643-86.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 9.05% | 19.13%-10.1pp | 24.88%-15.8pp | 31.24%-22.2pp |
| Employer contribution / active EE | $855 | $3,552-75.9% | $3,868-77.9% | $2,726-68.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $236 | $638-63.0% | $8,355-97.2% | $430-45.1% |