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 |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $41,930 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,198 | $53,412+78.2% | $68,509+39.0% | $52,331+81.9% |
| Participation rate | 92.4% | 71.7%+20.8pp | 74.7%+17.7pp | 68.1%+24.3pp |
| Annual return | -0.68% | 3.42%-4.1pp | 8.27%-9.0pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,849 | $1,607+15.0% | $2,278-18.8% | $1,882-1.8% |
| Participant deferral / active EE | $1,634 | $2,688-39.2% | $3,382-51.7% | $3,022-45.9% |
| Admin fee / account holder | $663 | $461+43.9% | $5,275-87.4% | $592+12.1% |