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 | $35,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,848,250 | $75,183+2358.3% | $123,892+1391.8% | $55,167+3250.3% |
| Participation rate | 0.0% | 72.8%-72.8pp | 81.4%-81.4pp | 69.0%-69.0pp |
| Annual return | 4.37% | 19.01%-14.6pp | 47.52%-43.2pp | 169.23%-164.9pp |
| Employer contribution / active EE | $4,770 | $2,823+68.9% | $4,617+3.3% | $1,963+143.0% |
| Participant deferral / active EE | $6,371 | $5,084+25.3% | $5,984+6.5% | $3,054+108.6% |
| Admin fee / account holder | $3,216 | $663+385.5% | $8,357-61.5% | $504+538.3% |