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 | $92,989 |
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 | $79,051 | $79,519-0.6% | $95,952-17.6% | $73,409+7.7% |
| Participation rate | 92.8% | 81.2%+11.7pp | 77.1%+15.8pp | 72.2%+20.7pp |
| Annual return | 12.83% | 19.20%-6.4pp | 91.61%-78.8pp | 59.29%-46.5pp |
| Employer contribution / active EE | $652 | $2,048-68.2% | $2,541-74.3% | $2,234-70.8% |
| Participant deferral / active EE | $3,317 | $4,138-19.9% | $4,167-20.4% | $3,805-12.8% |
| Admin fee / account holder | $176 | $184-4.4% | $6,795-97.4% | $158+11.5% |