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 | $44,637 | $58,726-24.0% | $92,233-51.6% | $62,292-28.3% |
| Participation rate | 63.4% | 68.3%-4.9pp | 76.5%-13.1pp | 69.5%-6.1pp |
| Annual return | 230.32% | 43.62%+186.7pp | 176.28%+54.0pp | 28.90%+201.4pp |
| Employer contribution / active EE | $1,403 | $2,392-41.4% | $3,679-61.9% | $2,042-31.3% |
| Participant deferral / active EE | $2,137 | $2,766-22.7% | $3,897-45.2% | $3,169-32.6% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |