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 | $302,240 |
DOLINKA VANNOORD & CO PLLP5 years Service code 10 360 E BELTLINE NE STE 200 · GRAND RAPIDS, MI 49506 | Accounting | $12,235 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $35,438 | $33,283+6.5% | $77,482-54.3% | $93,223-62.0% |
| Participation rate | 17.4% | 33.8%-16.4pp | 54.2%-36.8pp | 74.9%-57.5pp |
| Annual return | 13.34% | 16.24%-2.9pp | 54.79%-41.4pp | 19.29%-5.9pp |
| Employer contribution / active EE | $152 | $311-51.2% | $986-84.6% | $2,680-94.3% |
| Participant deferral / active EE | $544 | $886-38.7% | $1,861-70.8% | $4,563-88.1% |
| Admin fee / account holder | $193 | $97+99.1% | $2,858-93.2% | $79+143.8% |