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 | $63,026 |
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 | $159,554 | $99,957+59.6% | $149,696+6.6% | $73,488+117.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.31% | 53.87%-36.6pp | 276.60%-259.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $7,153 | $3,191+124.2% | $4,644+54.0% | $2,270+215.1% |
| Participant deferral / active EE | $8,842 | $6,073+45.6% | $6,842+29.2% | $3,740+136.5% |
| Admin fee / account holder | $322 | $551-41.6% | $9,309-96.5% | $513-37.3% |