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 | $31,629 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,117 | $84,556-6.4% | $116,228-31.9% | $74,304+6.5% |
| Participation rate | 89.9% | 66.0%+23.9pp | 74.6%+15.4pp | 60.3%+29.6pp |
| Annual return | 16.16% | 18.35%-2.2pp | 90.06%-73.9pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,359 | $2,168-37.3% | $2,994-54.6% | $2,241-39.4% |
| Participant deferral / active EE | $3,303 | $3,814-13.4% | $4,953-33.3% | $3,767-12.3% |
| Admin fee / account holder | $328 | $3,792-91.3% | $11,989-97.3% | $2,969-88.9% |