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 | $26,498 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,388 | $71,516-3.0% | $98,439-29.5% | $71,457-2.9% |
| Participation rate | 90.5% | 72.7%+17.8pp | 75.2%+15.3pp | 67.9%+22.6pp |
| Annual return | 23.80% | 32.41%-8.6pp | 21.16%+2.6pp | 28.85%-5.0pp |
| Employer contribution / active EE | $1,303 | $2,399-45.7% | $3,048-57.3% | $2,588-49.7% |
| Participant deferral / active EE | $3,432 | $4,109-16.5% | $4,738-27.6% | $4,289-20.0% |
| Admin fee / account holder | $326 | $1,675-80.5% | $8,948-96.4% | $1,587-79.4% |