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 |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $72,421 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,307 | $70,908+38.6% | $98,907-0.6% | $73,488+33.8% |
| Participation rate | 99.1% | 73.8%+25.4pp | 76.0%+23.1pp | 70.7%+28.4pp |
| Annual return | 15.13% | 34.17%-19.0pp | 196.43%-181.3pp | 28.51%-13.4pp |
| Employer contribution / active EE | $2,994 | $2,036+47.0% | $2,689+11.3% | $2,270+31.9% |
| Participant deferral / active EE | $1,784 | $3,500-49.0% | $4,244-58.0% | $3,740-52.3% |
| Admin fee / account holder | $553 | $535+3.3% | $6,642-91.7% | $513+7.8% |