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 | $271 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $0 |
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 | $36,405 | $62,928-42.1% | $172,739-78.9% | $67,579-46.1% |
| Participation rate | 99.2% | 64.5%+34.8pp | 82.6%+16.6pp | 71.3%+27.9pp |
| Annual return | 17.11% | 30.36%-13.3pp | 802.84%-785.7pp | 378.56%-361.5pp |
| Employer contribution / active EE | $354 | $1,636-78.4% | $5,143-93.1% | $2,148-83.5% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $29 | $167-82.8% | $13,954-99.8% | $142-79.8% |