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 | $63,401 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $9,459 |
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 | $25,615 | $42,548-39.8% | $74,550-65.6% | $56,287-54.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -7.17% | 12.40%-19.6pp | 32.53%-39.7pp | -9.96%+2.8pp |
| Employer contribution / active EE | $822 | $855-3.9% | $1,961-58.1% | $2,111-61.1% |
| Participant deferral / active EE | $2,908 | $2,277+27.7% | $3,108-6.4% | $3,350-13.2% |
| Admin fee / account holder | $207 | $467-55.8% | $5,060-95.9% | $521-60.4% |