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 | $21,299 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,987 | $66,310-17.1% | $93,606-41.3% | $65,185-15.6% |
| Participation rate | 87.0% | 74.0%+13.0pp | 75.8%+11.1pp | 70.2%+16.8pp |
| Annual return | 22.99% | 42.58%-19.6pp | 32.76%-9.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $1,150 | $2,012-42.8% | $2,718-57.7% | $2,177-47.2% |
| Participant deferral / active EE | $2,705 | $3,342-19.1% | $4,069-33.5% | $3,514-23.0% |
| Admin fee / account holder | $221 | $6,897-96.8% | $7,888-97.2% | $847-73.9% |