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 |
|---|---|---|
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $201,806 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 1000 HARBOR BLVD, 6TH FL · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $47,915 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 45-3008106 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $38,271 |
Service code 13 · EIN 34-1323834 8356 MUNSON RD · MENTOR, OH 44060 | Contract Administrator | $27,745 |
GALLOVIC, GRANITO, & CO LTD5+ years Service code 10 · EIN 34-1723186 8518 MENTOR AVE STE A · MENTOR, OH 44060 | Accounting | $22,275 |
MACALA & PIATT, LLC2 years Filed as: MACALA & PIATT, L.L.C. Service code 29 · EIN 34-1933033 601 S MAIN ST · NORTH CANTON, OH 44720 | Legal | $14,745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,447 | $63,114+68.7% | $92,893+14.6% | $65,185+63.3% |
| Participation rate | 95.1% | 68.8%+26.3pp | 76.0%+19.0pp | 70.2%+24.9pp |
| Annual return | 19.47% | 28.75%-9.3pp | 109.41%-89.9pp | 29.38%-9.9pp |
| Employer contribution / active EE | $3,434 | $2,571+33.6% | $3,653-6.0% | $2,177+57.8% |
| Participant deferral / active EE | $2,126 | $3,108-31.6% | $4,236-49.8% | $3,514-39.5% |
| Admin fee / account holder | $322 | $624-48.4% | $5,794-94.4% | $847-62.0% |