Filed April 14, 2022
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 |
|---|---|---|
Service code 28 100 PUBLIC SQUARE · CLEVELAND, OH 44113 | Investment Management | $14,741 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $770,617 | $99,957+670.9% | $149,696+414.8% | $73,488+948.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | -1.11% | 53.87%-55.0pp | 276.60%-277.7pp | 28.51%-29.6pp |
| Employer contribution / active EE | $4,157 | $3,191+30.3% | $4,644-10.5% | $2,270+83.1% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $95 | $551-82.7% | $9,309-99.0% | $513-81.4% |