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) | $57,078 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,642 | $51,288-3.2% | $81,983-39.4% | $73,409-32.4% |
| Participation rate | 82.6% | 64.0%+18.6pp | 69.2%+13.3pp | 72.2%+10.4pp |
| Annual return | 14.18% | 29.48%-15.3pp | 41.31%-27.1pp | 59.29%-45.1pp |
| Employer contribution / active EE | $1,808 | $1,487+21.6% | $2,498-27.6% | $2,234-19.1% |
| Participant deferral / active EE | $5,045 | $2,715+85.8% | $3,722+35.6% | $3,805+32.6% |
| Admin fee / account holder | $186 | $125+48.4% | $5,664-96.7% | $158+17.8% |