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 | $33,826 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,350 | $78,422-72.8% | $95,952-77.7% | $79,858-73.3% |
| Participation rate | 71.7% | 73.5%-1.8pp | 77.1%-5.4pp | 69.6%+2.1pp |
| Annual return | 12.80% | 19.37%-6.6pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $895 | $1,945-54.0% | $2,541-64.8% | $2,471-63.8% |
| Participant deferral / active EE | $2,378 | $3,440-30.9% | $4,167-42.9% | $3,740-36.4% |
| Admin fee / account holder | $372 | $5,622-93.4% | $6,795-94.5% | $5,306-93.0% |