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 | $77,393 |
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 | $47,693 | $57,096-16.5% | $94,224-49.4% | $55,191-13.6% |
| Participation rate | 90.6% | 75.7%+15.0pp | 78.8%+11.9pp | 69.2%+21.5pp |
| Annual return | -0.12% | 159.65%-159.8pp | 10.68%-10.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $673 | $1,708-60.6% | $3,587-81.2% | $1,899-64.5% |
| Participant deferral / active EE | $2,088 | $3,165-34.0% | $4,320-51.7% | $3,046-31.4% |
| Admin fee / account holder | $151 | $89+69.6% | $6,269-97.6% | $91+66.7% |