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 | $42,914 |
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 | $193,886 | $45,825+323.1% | $90,645+113.9% | $56,287+244.5% |
| Participation rate | 87.7% | 66.7%+21.0pp | 74.0%+13.7pp | 69.9%+17.8pp |
| Annual return | -3.93% | 38.64%-42.6pp | 1.88%-5.8pp | -9.96%+6.0pp |
| Employer contribution / active EE | $6,798 | $1,372+395.5% | $2,532+168.5% | $2,111+222.0% |
| Participant deferral / active EE | $5,975 | $2,562+133.2% | $3,425+74.5% | $3,350+78.4% |
| Admin fee / account holder | $292 | $413-29.3% | $4,994-94.2% | $521-44.0% |