See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLEVELAND HAUSWITH INVESTMENT MGMT Service code 27 · EIN 37-0899315 | Advisory (Plan) | $50,471 |
Service code 15 · EIN 16-1450962 | Recordkeeping | $35,638 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,436 | $86,944+29.3% | $107,525+4.6% | $74,304+51.3% |
| Participation rate | 83.4% | 59.6%+23.9pp | 75.1%+8.4pp | 60.3%+23.1pp |
| Annual return | 5.21% | 23.52%-18.3pp | 181.32%-176.1pp | 29.43%-24.2pp |
| Employer contribution / active EE | $8,797 | $2,757+219.1% | $3,754+134.4% | $2,241+292.5% |
| Participant deferral / active EE | $2,851 | $3,554-19.8% | $5,116-44.3% | $3,767-24.3% |
| Admin fee / account holder | $406 | $3,727-89.1% | $8,919-95.4% | $2,969-86.3% |