See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIRST OHIO PLANNING6+ years Service code 16 1429 KING AVENUE · COLUMBUS, OH 43212 | Consulting | $28,900 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $20,439 |
MERCER1 year Filed as: MERCER ADVISORS Service code 19 · EIN 74-3257877 | Securities Custodian | $4,308 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,589 | $81,474+27.1% | $133,956-22.7% | $73,488+41.0% |
| Participation rate | 97.3% | 76.4%+21.0pp | 79.8%+17.5pp | 70.7%+26.6pp |
| Annual return | 17.53% | 19.40%-1.9pp | 45.09%-27.6pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,643 | $2,209+19.6% | $3,919-32.6% | $2,270+16.4% |
| Participant deferral / active EE | $5,325 | $3,786+40.6% | $5,048+5.5% | $3,740+42.4% |
| Admin fee / account holder | $257 | $713-64.0% | $8,927-97.1% | $513-50.0% |