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 | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $281,853 | $58,726+379.9% | $92,233+205.6% | $62,292+352.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.21% | 43.62%-27.4pp | 176.28%-160.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $8,798 | $2,392+267.9% | $3,679+139.1% | $2,042+330.8% |
| Participant deferral / active EE | $8,134 | $2,766+194.1% | $3,897+108.7% | $3,169+156.7% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |