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 | $31,956 |
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 | $303,346 | $63,114+380.6% | $92,893+226.6% | $65,185+365.4% |
| Participation rate | 98.9% | 68.8%+30.1pp | 76.0%+22.9pp | 70.2%+28.7pp |
| Annual return | 24.42% | 28.75%-4.3pp | 109.41%-85.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $8,577 | $2,571+233.7% | $3,653+134.8% | $2,177+294.0% |
| Participant deferral / active EE | $8,680 | $3,108+179.3% | $4,236+104.9% | $3,514+147.0% |
| Admin fee / account holder | $112 | $624-82.1% | $5,794-98.1% | $847-86.8% |