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 | $83,122 |
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 | $196,089 | $50,175+290.8% | $99,443+97.2% | $65,185+200.8% |
| Participation rate | 73.6% | 68.4%+5.2pp | 73.8%-0.2pp | 70.2%+3.4pp |
| Annual return | 21.98% | 25.36%-3.4pp | 30.72%-8.7pp | 29.38%-7.4pp |
| Employer contribution / active EE | $6,877 | $1,496+359.7% | $2,540+170.8% | $2,177+215.9% |
| Participant deferral / active EE | $4,443 | $2,748+61.7% | $3,619+22.8% | $3,514+26.5% |
| Admin fee / account holder | $454 | $398+14.3% | $6,250-92.7% | $847-46.4% |