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 | $44,586 |
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 | $7,505 | $52,670-85.8% | $90,404-91.7% | $73,409-89.8% |
| Participation rate | 92.8% | 67.7%+25.1pp | 72.7%+20.1pp | 72.2%+20.6pp |
| Annual return | 19.02% | 20.70%-1.7pp | 1293.02%-1274.0pp | 59.29%-40.3pp |
| Employer contribution / active EE | $485 | $1,872-74.1% | $3,262-85.1% | $2,234-78.3% |
| Participant deferral / active EE | $1,520 | $2,807-45.8% | $3,963-61.6% | $3,805-60.1% |
| Admin fee / account holder | $30 | $117-74.1% | $5,611-99.5% | $158-80.8% |