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 | $73,555 |
TD AMERITRADE, INC.4 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $7,548 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,111 | $49,138-20.4% | $84,015-53.4% | $65,185-40.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 15.47% | 23.00%-7.5pp | 71.31%-55.8pp | 29.38%-13.9pp |
| Employer contribution / active EE | $1,300 | $914+42.2% | $1,983-34.5% | $2,177-40.3% |
| Participant deferral / active EE | $4,442 | $2,397+85.3% | $3,239+37.2% | $3,514+26.4% |
| Admin fee / account holder | $296 | $543-45.5% | $6,101-95.1% | $847-65.0% |