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 |
|---|---|---|
FIRST OHIO PLANNING5 years Filed as: FIRST OHIO PLANNING LLC Service code 27 · EIN 26-0142879 | Advisory (Plan) | $33,478 |
NERONE CLLB & ASSOCIATES LLC5 years Filed as: NERONE CLLB & ASSOCIATES, LLC Service code 10 · EIN 81-2536303 | Accounting | $16,625 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 27 · EIN 74-3257877 | Advisory (Plan) | $7,353 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $151,242 | $81,474+85.6% | $133,956+12.9% | $73,488+105.8% |
| Participation rate | 64.4% | 76.4%-11.9pp | 79.8%-15.4pp | 70.7%-6.3pp |
| Annual return | 14.73% | 19.40%-4.7pp | 45.09%-30.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,748 | $2,209-20.9% | $3,919-55.4% | $2,270-23.0% |
| Participant deferral / active EE | $4,502 | $3,786+18.9% | $5,048-10.8% | $3,740+20.4% |
| Admin fee / account holder | $367 | $713-48.5% | $8,927-95.9% | $513-28.4% |