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 | $2,373 |
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 | $50,865 | $67,606-24.8% | $82,313-38.2% | $70,131-27.5% |
| Participation rate | 58.4% | 72.8%-14.3pp | 76.9%-18.5pp | 69.5%-11.1pp |
| Annual return | 18.49% | 21.57%-3.1pp | 25.88%-7.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $308 | $1,755-82.5% | $2,428-87.3% | $2,342-86.9% |
| Participant deferral / active EE | $1,574 | $2,987-47.3% | $3,706-57.5% | $3,332-52.8% |
| Admin fee / account holder | $30 | $4,512-99.3% | $5,608-99.5% | $4,645-99.3% |