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 · CINCINNATI, OH 45263 | Recordkeeping Fees | $31,559 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $163,666 | $85,766+90.8% | $136,294+20.1% | $70,131+133.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.32% | 31.45%-20.1pp | 5155.94%-5144.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $7,594 | $2,966+156.0% | $4,695+61.7% | $2,342+224.2% |
| Participant deferral / active EE | $9,104 | $5,051+80.2% | $6,247+45.7% | $3,332+173.2% |
| Admin fee / account holder | $227 | $5,420-95.8% | $9,243-97.5% | $4,645-95.1% |