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 8-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 | $11,880 |
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 | $18,682 | $56,972-67.2% | $182,532-89.8% | $65,185-71.3% |
| Participation rate | 91.8% | 66.5%+25.3pp | 78.0%+13.9pp | 70.2%+21.6pp |
| Annual return | 44.16% | 27.67%+16.5pp | 148.54%-104.4pp | 29.38%+14.8pp |
| Employer contribution / active EE | $1,817 | $1,615+12.5% | $4,076-55.4% | $2,177-16.5% |
| Participant deferral / active EE | $2,709 | $3,526-23.2% | $5,524-51.0% | $3,514-22.9% |
| Admin fee / account holder | $73 | $528-86.1% | $8,592-99.1% | $847-91.3% |