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 |
|---|---|---|
CENTRAL DATA SERVICES9+ years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 60 BLVD OF THE ALLIES · PITTSBURGH, PA 152221219 | Contract Administrator | $28,917 |
PACKER THOMAS7 years Service code 10 · EIN 34-1667340 6601 WESTFORD PLACE, SUITE 101 · CANFIELD, OH 44406 | Accounting | $27,000 |
THE BOGDAHN GROUP9+ years Service code 27 · EIN 59-3676225 5000 ROCKSIDE ROAD, SUITE 320 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $26,000 |
MACALA & PIATT, LLC9+ years Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $24,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,518 | $88,480-16.9% | $96,683-24.0% | $80,160-8.3% |
| Participation rate | 63.1% | 79.9%-16.8pp | 74.3%-11.2pp | 72.9%-9.8pp |
| Annual return | 13.41% | 22.53%-9.1pp | 35.69%-22.3pp | 40.38%-27.0pp |
| Employer contribution / active EE | $4,276 | $4,176+2.4% | $3,737+14.4% | $2,978+43.6% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $291 | $212+37.3% | $6,730-95.7% | $145+100.6% |