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 34-6707499 890 KEYNOTE CIRCLE · BROOKLYN HEIGHTS, OH 44131 | Contract Administrator | $45,215 |
JACKIE CURLEE3+ years Filed as: JACKIE BERRY Service code 14 · EIN 34-6707499 | Plan Administrator | $22,188 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $520 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1498244 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,227 | $58,726-41.7% | $92,233-62.9% | $62,292-45.1% |
| Participation rate | 97.5% | 68.3%+29.2pp | 76.5%+21.1pp | 69.5%+28.0pp |
| Annual return | 16.45% | 43.62%-27.2pp | 176.28%-159.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,438 | $2,392+1.9% | $3,679-33.7% | $2,042+19.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $219 | $556-60.6% | $5,194-95.8% | $479-54.3% |