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 | $16,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,642 | $72,770-64.8% | $67,652-62.1% | $55,191-53.5% |
| Participation rate | 87.4% | 78.8%+8.6pp | 75.7%+11.8pp | 69.2%+18.3pp |
| Annual return | -2.22% | -3.26%+1.0pp | 6625.04%-6627.3pp | 10.78%-13.0pp |
| Employer contribution / active EE | $551 | $1,769-68.9% | $2,266-75.7% | $1,899-71.0% |
| Participant deferral / active EE | $2,188 | $3,408-35.8% | $3,560-38.5% | $3,046-28.2% |
| Admin fee / account holder | $55 | $79-30.3% | $4,821-98.9% | $91-39.5% |