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 |
|---|---|---|
BENESYS, INC.8+ years Filed as: BENESYS Service code 14 · EIN 34-1787882 3660 STUTZ DRIVE SUITE 10 · CANFIELD, OH 44406 | Plan Administrator | $15,900 |
DGPERRY, PLLC1 year Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $8,034 |
Filed as: FAULKNER, HOFFMAN, & PHILLIPS, LLP Service code 29 · EIN 45-1450483 5005 ROCKSIDE ROAD · INDEPENDENCE, OH 44131 | Legal | $5,015 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,555 | $100,227-94.5% | $169,993-96.7% | $74,419-92.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 0.85% | 66.08%-65.2pp | 53.37%-52.5pp | 34.38%-33.5pp |
| Employer contribution / active EE | $1,747 | $4,263-59.0% | $6,785-74.2% | $2,637-33.7% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $27 | $234-88.5% | $12,815-99.8% | $348-92.3% |