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 6-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 | $14,177 |
Annual investment return 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 | $4,672 | $59,839-92.2% | $81,983-94.3% | $79,858-94.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 8.20% | 17.56%-9.4pp | 41.31%-33.1pp | 31.71%-23.5pp |
| Employer contribution / active EE | $310 | $1,713-81.9% | $2,498-87.6% | $2,471-87.4% |
| Participant deferral / active EE | $1,165 | $2,695-56.8% | $3,722-68.7% | $3,740-68.9% |
| Admin fee / account holder | $155 | $4,287-96.4% | $5,664-97.3% | $5,306-97.1% |