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 | $28,592 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,037 | $78,485-10.8% | $106,213-34.1% | $74,495-6.0% |
| Participation rate | 90.5% | 72.8%+17.7pp | 75.3%+15.2pp | 67.2%+23.3pp |
| Annual return | 17.63% | 15.95%+1.7pp | 116.14%-98.5pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,408 | $2,523-44.2% | $3,171-55.6% | $2,623-46.3% |
| Participant deferral / active EE | $3,583 | $4,322-17.1% | $5,016-28.6% | $4,346-17.6% |
| Admin fee / account holder | $319 | $2,232-85.7% | $11,033-97.1% | $1,942-83.6% |