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 | $29,760 |
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 | $71,861 | $79,428-9.5% | $106,548-32.6% | $79,386-9.5% |
| Participation rate | 91.0% | 74.1%+16.9pp | 76.1%+14.9pp | 70.7%+20.3pp |
| Annual return | 17.11% | 18.27%-1.2pp | 26.80%-9.7pp | 116.85%-99.7pp |
| Employer contribution / active EE | $1,222 | $2,234-45.3% | $2,819-56.6% | $2,427-49.6% |
| Participant deferral / active EE | $2,847 | $3,823-25.5% | $4,398-35.3% | $4,046-29.6% |
| Admin fee / account holder | $287 | $523-45.1% | $7,407-96.1% | $626-54.2% |