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) | $51,025 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,040 | $73,638+83.4% | $95,952+40.7% | $73,488+83.8% |
| Participation rate | 77.1% | 76.2%+1.0pp | 77.1%0pp | 70.7%+6.4pp |
| Annual return | 14.95% | 16.78%-1.8pp | 91.61%-76.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,273 | $1,863+22.0% | $2,541-10.6% | $2,270+0.1% |
| Participant deferral / active EE | $4,809 | $3,617+32.9% | $4,167+15.4% | $3,740+28.6% |
| Admin fee / account holder | $500 | $482+3.8% | $6,795-92.6% | $513-2.5% |