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 | $2,313 |
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 | $46,942 | $62,586-25.0% | $76,768-38.9% | $64,186-26.9% |
| Participation rate | 58.1% | 72.8%-14.7pp | 77.0%-18.9pp | 69.6%-11.5pp |
| Annual return | -2.79% | -1.95%-0.8pp | 2.43%-5.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $299 | $1,832-83.7% | $2,485-88.0% | $2,381-87.4% |
| Participant deferral / active EE | $1,534 | $3,145-51.2% | $3,852-60.2% | $3,470-55.8% |
| Admin fee / account holder | $34 | $4,667-99.3% | $6,675-99.5% | $4,888-99.3% |