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 | $27,451 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $0 | $77,813-100.0% | $123,544-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 74.7%-74.7pp | 82.3%-82.3pp | 69.6%-69.6pp |
| Annual return | 1.58% | 12.48%-10.9pp | 119.20%-117.6pp | 7.63%-6.1pp |
| Employer contribution / active EE | $7,621 | $3,014+152.9% | $4,628+64.7% | $2,381+220.1% |
| Participant deferral / active EE | $9,717 | $5,240+85.4% | $6,426+51.2% | $3,470+180.1% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |