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 ADVISORS8+ years Service code 28 4990 EAST GALBRAITH ROAD · CINCINNATI, OH 45236 | Investment Management | $8,122 |
Filed as: FIFTH THIRD BANK RETIREMENT SERVIC Service code 19 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45243 | Securities Custodian | $5,840 |
LATITUDE SERVICE COMPANY INC2 years Service code 15 · EIN 82-1371994 | Recordkeeping | $2,185 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,477 | $72,607-84.2% | $90,749-87.4% | $66,914-82.8% |
| Participation rate | 96.1% | 73.7%+22.4pp | 75.7%+20.4pp | 69.8%+26.3pp |
| Annual return | -12.30% | -12.28%0pp | -12.16%-0.1pp | 1.58%-13.9pp |
| Employer contribution / active EE | $260 | $2,369-89.0% | $2,921-91.1% | $2,544-89.8% |
| Participant deferral / active EE | $673 | $3,977-83.1% | $4,564-85.3% | $4,237-84.1% |
| Admin fee / account holder | $92 | $707-86.9% | $8,445-98.9% | $593-84.4% |