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 | $64,196 |
Filed as: WEINZAPFEL & CO., LLC Service code 10 1301 MORTENSEN LANE · EVANSVILLE, IN 47715 | Accounting | $10,500 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $85 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,094 | $54,573-15.5% | $90,951-49.3% | $73,488-37.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 13.02% | 16.69%-3.7pp | 134.60%-121.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,250 | $991+26.1% | $2,122-41.1% | $2,270-44.9% |
| Participant deferral / active EE | $4,241 | $2,517+68.5% | $3,373+25.7% | $3,740+13.4% |
| Admin fee / account holder | $322 | $521-38.2% | $5,959-94.6% | $513-37.2% |