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 10-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 |
|---|---|---|
KENTNER SELLERS5+ years Filed as: KENTNER SELLERS, LLP Service code 10 801 FALLS CREEK DR · VANDALIA, OH 45377 | Accounting | $12,300 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $9,575 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,364 | $55,636-41.8% | $81,983-60.5% | $73,488-56.0% |
| Participation rate | 97.7% | 62.3%+35.4pp | 69.2%+28.5pp | 70.7%+27.0pp |
| Annual return | 2.13% | 19.07%-16.9pp | 41.31%-39.2pp | 28.51%-26.4pp |
| Employer contribution / active EE | $5,138 | $1,625+216.3% | $2,498+105.7% | $2,270+126.3% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $396 | $493-19.6% | $5,664-93.0% | $513-22.7% |