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 | $20,916 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $68,506 | $78,422-12.6% | $95,952-28.6% | $79,858-14.2% |
| Participation rate | 94.7% | 73.5%+21.2pp | 77.1%+17.6pp | 69.6%+25.0pp |
| Annual return | 12.94% | 19.37%-6.4pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,478 | $1,945+78.8% | $2,541+36.9% | $2,471+40.7% |
| Participant deferral / active EE | $4,871 | $3,440+41.6% | $4,167+16.9% | $3,740+30.2% |
| Admin fee / account holder | $165 | $5,622-97.1% | $6,795-97.6% | $5,306-96.9% |