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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $40,519 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,927 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,976 | $42,546-43.6% | $71,796-66.6% | $55,167-56.5% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 8.67% | 12.36%-3.7pp | 78.04%-69.4pp | 169.23%-160.6pp |
| Employer contribution / active EE | $754 | $803-6.1% | $1,924-60.8% | $1,963-61.6% |
| Participant deferral / active EE | $3,111 | $2,064+50.7% | $2,794+11.3% | $3,054+1.9% |
| Admin fee / account holder | $138 | $650-78.7% | $4,815-97.1% | $504-72.6% |