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 |
|---|---|---|
Filed as: R. MEEDER & ASSOCIATES Service code 51 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Investment Mgmt Fees | $55,789 |
JC & COMPANY2+ years Service code 10 · EIN 31-1423687 125 WEST MULBERRY STREET · LANCASTER, OH 43130 | Accounting | $10,275 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5670485 425 WALNUT STREET · CINCINNATI, OH 45202 | Advisory (Participants) | $9,744 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,774 | $56,629+58.5% | $77,999+15.1% | $55,167+62.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 10.39% | 2866.98%-2856.6pp | 425.96%-415.6pp | 169.23%-158.8pp |
| Employer contribution / active EE | $3,428 | $1,723+98.9% | $2,470+38.8% | $1,963+74.6% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $375 | $467-19.6% | $5,480-93.2% | $504-25.5% |