See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $72,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,661 | $46,292-29.4% | $143,757-77.3% | $64,808-49.6% |
| Participation rate | 69.2% | 64.2%+5.0pp | 80.3%-11.1pp | 71.5%-2.3pp |
| Annual return | -12.64% | -10.05%-2.6pp | -0.04%-12.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $794 | $1,910-58.4% | $4,951-84.0% | $2,506-68.3% |
| Participant deferral / active EE | $3,568 | $2,646+34.9% | $5,637-36.7% | $4,310-17.2% |
| Admin fee / account holder | $192 | $154+24.6% | $14,673-98.7% | $188+2.0% |