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 29 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Legal | $45,188 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $360 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,508 | $37,213-82.5% | $156,549-95.8% | $63,975-89.8% |
| Participation rate | 71.4% | 65.0%+6.4pp | 84.0%-12.6pp | 71.1%+0.3pp |
| Annual return | 9.17% | 47.89%-38.7pp | 32.23%-23.1pp | 48.65%-39.5pp |
| Employer contribution / active EE | $159 | $1,357-88.3% | $5,501-97.1% | $2,182-92.7% |
| Participant deferral / active EE | $1,752 | $2,070-15.4% | $4,871-64.0% | $3,356-47.8% |
| Admin fee / account holder | $36 | $56-36.1% | $13,027-99.7% | $70-48.9% |