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) | $295,974 |
DOLINKA VANNOORD & CO PLLP4 years Service code 10 360 E BELTLINE NE STE 200 · GRAND RAPIDS, MI 49506 | Accounting | $11,155 |
TD AMERITRADE, INC.5+ years Service code 33 202 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $174 |
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 | $33,988 | $26,479+28.4% | $74,701-54.5% | $77,787-56.3% |
| Participation rate | 47.6% | 37.6%+9.9pp | 54.5%-6.9pp | 73.2%-25.7pp |
| Annual return | 18.42% | 38.31%-19.9pp | 752.92%-734.5pp | 32.57%-14.2pp |
| Employer contribution / active EE | $373 | $440-15.3% | $1,084-65.6% | $2,504-85.1% |
| Participant deferral / active EE | $1,734 | $1,074+61.3% | $1,964-11.7% | $3,967-56.3% |
| Admin fee / account holder | $212 | $119+77.9% | $3,333-93.6% | $100+111.7% |