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 | $14,617 |
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 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 | $35,036 | $56,629-38.1% | $77,999-55.1% | $55,167-36.5% |
| Participation rate | 46.9% | 73.3%-26.4pp | 75.5%-28.7pp | 69.0%-22.1pp |
| Annual return | 8.97% | 2866.98%-2858.0pp | 425.96%-417.0pp | 169.23%-160.3pp |
| Employer contribution / active EE | $630 | $1,723-63.4% | $2,470-74.5% | $1,963-67.9% |
| Participant deferral / active EE | $1,845 | $2,777-33.6% | $3,497-47.3% | $3,054-39.6% |
| Admin fee / account holder | $151 | $467-67.7% | $5,480-97.3% | $504-70.1% |