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 |
|---|---|---|
SEI INVESTMENTS10+ years Service code 19 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $274,533 |
BENESYS, INC.4 years Filed as: BENESYS Service code 14 · EIN 38-2383171 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Plan Administrator | $70,973 |
ACRISURE3 years Service code 11 · EIN 26-3554656 4 GATEWAY CENTER, STE 605 · PITTSBURGH, PA 15222 | Actuarial | $29,909 |
THE HORTON GROUP1 year Service code 16 · EIN 36-3672171 10320 ORLAND PARKWAY · ORLAND PARK, IL 60467 | Consulting | $19,217 |
DGPERRY, PLLC3 years Filed as: DGPERRY Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $18,500 |
MACALA & PIATT, LLC10+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 S MAIN STREET · NORTH CANTON, OH 44720 | Legal | $17,051 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $178,317-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 2.1%-2.1pp |
| Annual return | 8.86% | 13.02%-4.2pp | 9.57%-0.7pp | 9.16%-0.3pp |
| Employer contribution / active EE | $20,116 | $13,807+45.7% | $26,706-24.7% | $19,955+0.8% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,620-100.0% | $200-100.0% |