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 | $23,007 |
WS DARLEY & CO1 year Service code 99 325 SPRING LAKE DR · ITASCA, IL 60143 | Other Fees | $21,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $227,339 | $47,448+379.1% | $94,993+139.3% | $62,292+265.0% |
| Participation rate | 84.9% | 66.5%+18.4pp | 73.9%+11.0pp | 69.5%+15.4pp |
| Annual return | 19.00% | 22.64%-3.6pp | 27.12%-8.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $8,407 | $1,300+546.7% | $2,603+222.9% | $2,042+311.7% |
| Participant deferral / active EE | $3,878 | $2,375+63.3% | $3,317+16.9% | $3,169+22.4% |
| Admin fee / account holder | $335 | $434-22.9% | $4,960-93.3% | $479-30.2% |