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 | $68,070 |
JACKIE CURLEE6+ years Filed as: JACKIE BERRY Service code 14 3056 ROYALTON ROAD · BRECKSVILLE, OH 44141 | Plan Administrator | $29,952 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $20,232 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $10,490 |
TRAMER SHORE & ZWICK3 years Filed as: TRAMER, SHORE & ZWICK CPAS Service code 10 · EIN 34-1736265 | Accounting | $6,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,718 | $69,362-32.6% | $101,248-53.9% | $73,488-36.4% |
| Participation rate | 95.3% | 68.4%+26.9pp | 75.8%+19.5pp | 70.7%+24.7pp |
| Annual return | 14.16% | 18.46%-4.3pp | 46.47%-32.3pp | 28.51%-14.3pp |
| Employer contribution / active EE | $3,892 | $2,628+48.1% | $3,660+6.4% | $2,270+71.5% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $262 | $704-62.7% | $5,945-95.6% | $513-48.9% |