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 | $5,902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,523 | $46,100-79.3% | $86,590-89.0% | $69,631-86.3% |
| Participation rate | 68.4% | 67.2%+1.2pp | 73.5%-5.1pp | 70.7%-2.3pp |
| Annual return | 20.26% | 21.02%-0.8pp | 964.84%-944.6pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $371 | $1,850-79.9% | $2,839-86.9% | $2,032-81.7% |
| Participant deferral / active EE | $1,149 | $2,432-52.8% | $3,609-68.2% | $3,224-64.4% |
| Admin fee / account holder | $10 | $94-89.8% | $4,906-99.8% | $110-91.4% |