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 | $25,195 |
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 | $64,225 | $65,118-1.4% | $76,768-16.3% | $55,725+15.3% |
| Participation rate | 88.1% | 79.6%+8.4pp | 77.0%+11.1pp | 70.9%+17.2pp |
| Annual return | -4.43% | -1.27%-3.2pp | 2.43%-6.9pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,996 | $1,941+2.8% | $2,485-19.7% | $2,078-3.9% |
| Participant deferral / active EE | $3,761 | $3,688+2.0% | $3,852-2.4% | $3,356+12.1% |
| Admin fee / account holder | $48 | $116-58.7% | $6,675-99.3% | $115-58.4% |