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) | $248,092 |
DOLINKA VANNOORD & CO PLLP3 years Service code 10 360 E BELTLINE NE STE 200 · GRAND RAPIDS, MI 49506 | Accounting | $11,035 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,796 | $23,119+33.2% | $71,086-56.7% | $75,289-59.1% |
| Participation rate | 38.9% | 36.3%+2.6pp | 54.7%-15.7pp | 72.4%-33.5pp |
| Annual return | -5.89% | -3.32%-2.6pp | 650.59%-656.5pp | -0.04%-5.8pp |
| Employer contribution / active EE | $111 | $399-72.2% | $1,088-89.8% | $2,405-95.4% |
| Participant deferral / active EE | $1,384 | $960+44.1% | $1,874-26.2% | $3,739-63.0% |
| Admin fee / account holder | $202 | $89+125.9% | $3,082-93.4% | $102+97.6% |