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 7-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 | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,485 | $54,320-25.5% | $67,652-40.2% | $52,331-22.6% |
| Participation rate | 55.4% | 73.6%-18.2pp | 75.7%-20.3pp | 68.1%-12.7pp |
| Annual return | -0.41% | 6.81%-7.2pp | 6625.04%-6625.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $300 | $1,544-80.6% | $2,266-86.7% | $1,882-84.0% |
| Participant deferral / active EE | $1,521 | $2,950-48.4% | $3,560-57.3% | $3,022-49.7% |
| Admin fee / account holder | $21 | $527-95.9% | $4,821-99.6% | $592-96.4% |