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 |
|---|---|---|
STUDIO MECHANICS LOCAL 4768+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $51,479 |
WAMPLER & ASSOCIATES, LLC8+ years Service code 10 · EIN 32-0106897 | Accounting | $39,638 |
COMERICA BANK8+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $21,857 |
CUNI, RUST & STRENK1 year Filed as: CUNI RUST & STRENK, INC. Service code 15 4555 LAKE FOREST DR · CINCINNATI, OH 45202 | Recordkeeping | $20,500 |
FGMK, LLC8+ years Service code 10 · EIN 36-2929601 | Accounting | $11,585 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $10,625 |
Filed as: MESIROW INSURANCE Service code 23 · EIN 36-3429604 | Direct payment from the plan; Insuran... | $6,073 |
Filed as: JACOBS BURNS ORLOVE & HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $5,908 |
NEWTOWER TRUST COMPANY4 years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 52-6218800 | Securities Custodian | $5,627 |
Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 19 · EIN 36-3828094 | Securities Custodian | $5,590 |
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 | $12,012 | $43,113-72.1% | $82,719-85.5% | $77,904-84.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.6%+27.4pp | 73.7%+26.3pp |
| Annual return | -11.08% | 2.60%-13.7pp | 701.18%-712.3pp | 12.21%-23.3pp |
| Employer contribution / active EE | $2,218 | $1,924+15.3% | $3,009-26.3% | $2,848-22.1% |
| Participant deferral / active EE | $0 | $3,057-100.0% | $4,395-100.0% | $4,806-100.0% |
| Admin fee / account holder | $68 | $102-33.8% | $5,329-98.7% | $133-48.9% |