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.9+ years Filed as: BENESYS Service code 14 · EIN 34-1787882 3660 STUTZ DRIVE SUITE 10 · CANFIELD, OH 44406 | Plan Administrator | $16,574 |
Filed as: FAULKNER, HOFFMAN, & PHILLIPS, LLP Service code 29 · EIN 45-1450483 5005 ROCKSIDE ROAD · INDEPENDENCE, OH 44131 | Legal | $8,079 |
DGPERRY, PLLC2 years Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $6,038 |
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 | $6,361 | $129,021-95.1% | $184,203-96.5% | $77,643-91.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 13.39% | 33.27%-19.9pp | 28.81%-15.4pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,016 | $4,413-54.3% | $6,427-68.6% | $2,726-26.0% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $35 | $254-86.3% | $13,901-99.7% | $430-91.9% |