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 | $28,654 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,783 | $72,607-17.7% | $90,749-34.1% | $66,914-10.7% |
| Participation rate | 90.6% | 73.7%+16.9pp | 75.7%+14.9pp | 69.8%+20.8pp |
| Annual return | -18.70% | -12.28%-6.4pp | -12.16%-6.5pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,358 | $2,369-42.7% | $2,921-53.5% | $2,544-46.6% |
| Participant deferral / active EE | $3,258 | $3,977-18.1% | $4,564-28.6% | $4,237-23.1% |
| Admin fee / account holder | $317 | $707-55.2% | $8,445-96.2% | $593-46.6% |