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 | $28,062 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,767 | $64,909-23.3% | $82,313-39.5% | $62,292-20.1% |
| Participation rate | 84.7% | 74.9%+9.8pp | 76.9%+7.8pp | 69.5%+15.2pp |
| Annual return | 12.75% | 21.18%-8.4pp | 25.88%-13.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $5,031 | $1,676+200.2% | $2,428+107.2% | $2,042+146.3% |
| Participant deferral / active EE | $1,928 | $3,103-37.9% | $3,706-48.0% | $3,169-39.2% |
| Admin fee / account holder | $181 | $440-58.8% | $5,608-96.8% | $479-62.2% |