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 |
|---|---|---|
HORAN CAPITAL ADVISORS4+ years Service code 28 4990 EAST GALBRAITH ROAD · CINCINNATI, OH 45236 | Investment Management | $9,121 |
Service code 19 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45243 | Securities Custodian | $8,064 |
TRI-AD ACTUARIES, INC.1 year Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 15 · EIN 31-1214674 | Recordkeeping | $4,330 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,169 | $58,083-73.9% | $80,019-81.0% | $56,287-73.0% |
| Participation rate | 96.4% | 73.6%+22.8pp | 75.8%+20.6pp | 69.9%+26.6pp |
| Annual return | -6.62% | 34.61%-41.2pp | 11.22%-17.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $518 | $1,932-73.2% | $2,468-79.0% | $2,111-75.4% |
| Participant deferral / active EE | $748 | $3,135-76.2% | $3,686-79.7% | $3,350-77.7% |
| Admin fee / account holder | $141 | $623-77.4% | $6,521-97.8% | $521-73.0% |