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 |
|---|---|---|
Filed as: 9258 WEALTH MANAGEMENT, LLC Service code 26 · EIN 82-2359200 4420 COOPER ROAD · CINCINNATI, OH 45242 | Advisory (Participants) | $16,758 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $304 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,135 | $73,823-26.7% | $379,746-85.7% | $73,488-26.3% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.4%+20.7pp | 70.7%+28.4pp |
| Annual return | -57.99% | 29.06%-87.1pp | 34.90%-92.9pp | 28.51%-86.5pp |
| Employer contribution / active EE | $1,456 | $2,472-41.1% | $3,540-58.9% | $2,270-35.9% |
| Participant deferral / active EE | $4,414 | $4,038+9.3% | $6,024-26.7% | $3,740+18.0% |
| Admin fee / account holder | $325 | $607-46.5% | $7,927-95.9% | $513-36.7% |