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 | $48,319 |
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 | $109,193 | $57,108+91.2% | $94,224+15.9% | $52,331+108.7% |
| Participation rate | 99.3% | 72.9%+26.3pp | 78.8%+20.5pp | 68.1%+31.2pp |
| Annual return | 0.13% | 1.47%-1.3pp | 10.68%-10.6pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,492 | $1,735-14.0% | $3,587-58.4% | $1,882-20.7% |
| Participant deferral / active EE | $4,193 | $3,040+37.9% | $4,320-3.0% | $3,022+38.7% |
| Admin fee / account holder | $306 | $546-44.0% | $6,269-95.1% | $592-48.3% |