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 | $28,076 |
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 | $7,339 | $54,237-86.5% | $90,281-91.9% | $67,579-89.1% |
| Participation rate | 96.5% | 68.6%+27.9pp | 73.3%+23.2pp | 71.3%+25.2pp |
| Annual return | 29.18% | 37.27%-8.1pp | 78.10%-48.9pp | 378.56%-349.4pp |
| Employer contribution / active EE | $447 | $1,846-75.8% | $2,854-84.4% | $2,148-79.2% |
| Participant deferral / active EE | $1,468 | $2,625-44.1% | $3,885-62.2% | $3,539-58.5% |
| Admin fee / account holder | $23 | $123-81.1% | $5,351-99.6% | $142-83.6% |