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 | $65,662 |
JC & COMPANY3+ years Service code 10 · EIN 31-1423687 125 WEST MULBERRY STREET · LANCASTER, OH 43130 | Accounting | $10,585 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5670485 425 WALNUT STREET · CINCINNATI, OH 45202 | Advisory (Participants) | $9,582 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,488 | $63,299+57.2% | $91,001+9.3% | $62,292+59.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 10.88% | 20.99%-10.1pp | 4.60%+6.3pp | 28.90%-18.0pp |
| Employer contribution / active EE | $3,555 | $1,807+96.8% | $2,456+44.8% | $2,042+74.1% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $422 | $468-9.8% | $5,417-92.2% | $479-12.0% |