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: DANIEL O'CONNELL Service code 51 400 METRO PL NORTH · DUBLIN, OH 43017 | Investment Mgmt Fees | $20,966 |
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 | $47,595 | $58,083-18.1% | $80,019-40.5% | $56,287-15.4% |
| Participation rate | 87.4% | 73.6%+13.8pp | 75.8%+11.6pp | 69.9%+17.5pp |
| Annual return | -4.38% | 34.61%-39.0pp | 11.22%-15.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,240 | $1,932-35.8% | $2,468-49.7% | $2,111-41.2% |
| Participant deferral / active EE | $2,987 | $3,135-4.7% | $3,686-19.0% | $3,350-10.8% |
| Admin fee / account holder | $253 | $623-59.4% | $6,521-96.1% | $521-51.4% |