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 | $0 |
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 | $115,909 | $73,638+57.4% | $95,952+20.8% | $73,488+57.7% |
| Participation rate | 82.1% | 76.2%+5.9pp | 77.1%+5.0pp | 70.7%+11.4pp |
| Annual return | 12.11% | 16.78%-4.7pp | 91.61%-79.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $535 | $1,863-71.3% | $2,541-79.0% | $2,270-76.5% |
| Participant deferral / active EE | $3,086 | $3,617-14.7% | $4,167-25.9% | $3,740-17.5% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |