See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $33,196 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,476 | $60,165-51.0% | $74,183-60.3% | $55,167-46.6% |
| Participation rate | 72.2% | 74.2%-1.9pp | 76.6%-4.4pp | 69.0%+3.2pp |
| Annual return | 7.01% | 10.00%-3.0pp | 17.74%-10.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $776 | $1,600-51.5% | $2,370-67.3% | $1,963-60.5% |
| Participant deferral / active EE | $1,149 | $2,973-61.3% | $3,550-67.6% | $3,054-62.4% |
| Admin fee / account holder | $139 | $419-66.9% | $5,586-97.5% | $504-72.5% |