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) | $215,279 |
Service code 99 20 SOBRANTE · ALISO VIEJO, CA 92656 | Other Fees | $12,574 |
DINSMORE & SHOHL LLP1 year Service code 29 PO BOX 640635 · CINCINNATI, OH 452640635 | Legal | $525 |
Service code 99 410 W MILL PLAIN BLVD STE 121 · VANCOUVER, WA 98660 | Other Fees | $318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,892 | $37,245+25.9% | $94,993-50.6% | $77,958-39.8% |
| Participation rate | 44.8% | 56.5%-11.7pp | 73.9%-29.1pp | 71.6%-26.9pp |
| Annual return | 12.68% | 22.72%-10.0pp | 27.12%-14.4pp | 20.87%-8.2pp |
| Employer contribution / active EE | $786 | $894-12.1% | $2,603-69.8% | $2,310-66.0% |
| Participant deferral / active EE | $1,508 | $1,828-17.5% | $3,317-54.5% | $3,537-57.4% |
| Admin fee / account holder | $318 | $59+438.2% | $4,960-93.6% | $97+226.6% |