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 |
|---|---|---|
CAMPBELL TAYLOR WASHBURN1 year Filed as: H K CAMPBELL & COMPANY Service code 10 2011 MADISON ROAD · CINCINNATI, OH 45208 | Accounting | $16,386 |
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $16,326 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,627 | $59,186-22.9% | $76,768-40.6% | $56,287-18.9% |
| Participation rate | 86.1% | 75.2%+10.9pp | 77.0%+9.1pp | 69.9%+16.3pp |
| Annual return | -3.29% | 6.62%-9.9pp | 2.43%-5.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $462 | $1,759-73.8% | $2,485-81.4% | $2,111-78.1% |
| Participant deferral / active EE | $2,903 | $3,255-10.8% | $3,852-24.6% | $3,350-13.3% |
| Admin fee / account holder | $244 | $489-50.1% | $6,675-96.3% | $521-53.1% |