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 | $5,082 |
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 | $89,963 | $54,320+65.6% | $67,652+33.0% | $52,331+71.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 0.17% | 6.81%-6.6pp | 6625.04%-6624.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $3,914 | $1,544+153.6% | $2,266+72.8% | $1,882+108.0% |
| Participant deferral / active EE | $3,354 | $2,950+13.7% | $3,560-5.8% | $3,022+11.0% |
| Admin fee / account holder | $37 | $527-92.9% | $4,821-99.2% | $592-93.7% |