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 | $48,608 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $3,498 |
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 | $31,527 | $51,466-38.7% | $78,778-60.0% | $62,292-49.4% |
| Participation rate | 99.5% | 59.8%+39.7pp | 69.2%+30.3pp | 69.5%+30.0pp |
| Annual return | 18.34% | 19.96%-1.6pp | 35.62%-17.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,017 | $827+23.0% | $1,986-48.8% | $2,042-50.2% |
| Participant deferral / active EE | $3,361 | $2,147+56.5% | $2,958+13.6% | $3,169+6.1% |
| Admin fee / account holder | $178 | $489-63.6% | $5,134-96.5% | $479-62.9% |