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 | $13,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $7,588 | $43,999-82.8% | $79,464-90.5% | $55,725-86.4% |
| Participation rate | 69.7% | 66.9%+2.8pp | 73.3%-3.6pp | 70.9%-1.1pp |
| Annual return | -9.29% | 1.81%-11.1pp | 718.14%-727.4pp | 244.93%-254.2pp |
| Employer contribution / active EE | $388 | $1,830-78.8% | $2,800-86.2% | $2,078-81.3% |
| Participant deferral / active EE | $1,150 | $2,538-54.7% | $3,704-69.0% | $3,356-65.7% |
| Admin fee / account holder | $17 | $118-85.4% | $5,113-99.7% | $115-85.1% |