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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $278,811 |
DOLINKA VANNOORD & CO PLLP2 years Service code 10 360 E BELTLINE NE STE 200 · GRAND RAPIDS, MI 49506 | Accounting | $9,900 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,332 | $25,165+28.5% | $73,545-56.0% | $77,958-58.5% |
| Participation rate | 42.8% | 36.6%+6.2pp | 54.9%-12.1pp | 71.6%-28.8pp |
| Annual return | 6.82% | 18.12%-11.3pp | -15.16%+22.0pp | 20.87%-14.0pp |
| Employer contribution / active EE | $115 | $395-71.0% | $1,219-90.6% | $2,310-95.0% |
| Participant deferral / active EE | $1,428 | $898+59.1% | $1,806-20.9% | $3,537-59.6% |
| Admin fee / account holder | $230 | $76+203.6% | $2,320-90.1% | $97+136.1% |