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 | $993 |
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 | $88,105 | $64,909+35.7% | $82,313+7.0% | $62,292+41.4% |
| Participation rate | 88.6% | 74.9%+13.7pp | 76.9%+11.7pp | 69.5%+19.1pp |
| Annual return | 16.64% | 21.18%-4.5pp | 25.88%-9.2pp | 28.90%-12.3pp |
| Employer contribution / active EE | $594 | $1,676-64.6% | $2,428-75.6% | $2,042-70.9% |
| Participant deferral / active EE | $3,418 | $3,103+10.2% | $3,706-7.8% | $3,169+7.9% |
| Admin fee / account holder | $6 | $440-98.6% | $5,608-99.9% | $479-98.7% |