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 | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,085 | $38,925-84.4% | $73,843-91.8% | $55,191-89.0% |
| Participation rate | 71.8% | 66.0%+5.8pp | 73.4%-1.6pp | 69.2%+2.6pp |
| Annual return | -2.09% | 6.31%-8.4pp | 2267.84%-2269.9pp | 10.78%-12.9pp |
| Employer contribution / active EE | $412 | $1,695-75.7% | $2,787-85.2% | $1,899-78.3% |
| Participant deferral / active EE | $1,178 | $2,351-49.9% | $3,583-67.1% | $3,046-61.3% |
| Admin fee / account holder | $0 | $83-100.0% | $4,880-100.0% | $91-100.0% |