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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,802 | $52,884-49.3% | $84,750-68.4% | $55,167-51.4% |
| Participation rate | 52.7% | 67.5%-14.9pp | 76.6%-23.9pp | 69.0%-16.3pp |
| Annual return | 6.18% | 18.03%-11.9pp | 22.78%-16.6pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,076 | $2,233-51.8% | $3,574-69.9% | $1,963-45.2% |
| Participant deferral / active EE | $1,984 | $2,644-25.0% | $3,712-46.5% | $3,054-35.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |