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 | $82,965 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $644 |
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).
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 | $7,128 | $44,989-84.2% | $170,442-95.8% | $77,958-90.9% |
| Participation rate | 84.2% | 64.6%+19.6pp | 83.6%+0.6pp | 71.6%+12.6pp |
| Annual return | 17.74% | 19.61%-1.9pp | 205.93%-188.2pp | 20.87%-3.1pp |
| Employer contribution / active EE | $175 | $1,466-88.1% | $5,433-96.8% | $2,310-92.4% |
| Participant deferral / active EE | $2,344 | $2,208+6.2% | $4,939-52.5% | $3,537-33.7% |
| Admin fee / account holder | $56 | $69-18.6% | $13,880-99.6% | $97-42.4% |