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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $110,664 |
PARALLEL ADVISORS LLC1 year Filed as: PARALLEL ADVISORS Service code 71 · EIN 20-4420591 | Brokerage Fees | $2,331 |
GEORGE JOHNSON & COMPANY3 years Service code 10 · EIN 38-2029668 1200 BUHL BLDG · DETROIT, MI 48226 | Accounting | $1,600 |
TD AMERITRADE, INC.6+ years Service code 33 · EIN 82-0543156 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,030 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,957-100.0% | $149,696-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.5%-82.5pp | 70.7%-70.7pp |
| Annual return | 19.30% | 53.87%-34.6pp | 276.60%-257.3pp | 28.51%-9.2pp |
| Employer contribution / active EE | $12,272 | $3,191+284.6% | $4,644+164.2% | $2,270+440.6% |
| Participant deferral / active EE | $11,880 | $6,073+95.6% | $6,842+73.6% | $3,740+217.7% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |