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 ADVISORS6+ years Service code 28 4990 EAST GALBRAITH ROAD · CINCINNATI, OH 45236 | Investment Management | $8,672 |
Service code 19 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45243 | Securities Custodian | $6,084 |
TRI-AD ACTUARIES, INC.3 years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 15 · EIN 31-1214674 | Recordkeeping | $4,007 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,770 | $70,908-74.9% | $98,907-82.0% | $73,488-75.8% |
| Participation rate | 98.6% | 73.8%+24.8pp | 76.0%+22.5pp | 70.7%+27.9pp |
| Annual return | 8.04% | 34.17%-26.1pp | 196.43%-188.4pp | 28.51%-20.5pp |
| Employer contribution / active EE | $435 | $2,036-78.6% | $2,689-83.8% | $2,270-80.8% |
| Participant deferral / active EE | $896 | $3,500-74.4% | $4,244-78.9% | $3,740-76.0% |
| Admin fee / account holder | $107 | $535-80.1% | $6,642-98.4% | $513-79.2% |