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 | $23,612 |
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 | $62,930 | $70,908-11.3% | $98,907-36.4% | $73,488-14.4% |
| Participation rate | 92.5% | 73.8%+18.7pp | 76.0%+16.4pp | 70.7%+21.8pp |
| Annual return | 16.23% | 34.17%-17.9pp | 196.43%-180.2pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,316 | $2,036-35.4% | $2,689-51.1% | $2,270-42.0% |
| Participant deferral / active EE | $3,028 | $3,500-13.5% | $4,244-28.7% | $3,740-19.0% |
| Admin fee / account holder | $269 | $535-49.7% | $6,642-95.9% | $513-47.6% |