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 | $257,300 | $55,449+364.0% | $83,848+206.9% | $56,287+357.1% |
| Participation rate | 98.8% | 68.0%+30.8pp | 76.1%+22.7pp | 69.9%+29.0pp |
| Annual return | -4.17% | -1.38%-2.8pp | 850.88%-855.0pp | -9.96%+5.8pp |
| Employer contribution / active EE | $9,802 | $2,430+303.3% | $3,631+170.0% | $2,111+364.3% |
| Participant deferral / active EE | $8,558 | $2,935+191.5% | $4,082+109.7% | $3,350+155.5% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |