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 | $4,045 |
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 | $45,775 | $58,828-22.2% | $77,999-41.3% | $62,891-27.2% |
| Participation rate | 88.3% | 71.1%+17.3pp | 75.5%+12.8pp | 69.3%+19.0pp |
| Annual return | 6.34% | 17.16%-10.8pp | 425.96%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $685 | $1,672-59.0% | $2,470-72.3% | $2,281-70.0% |
| Participant deferral / active EE | $2,103 | $2,686-21.7% | $3,497-39.9% | $3,203-34.3% |
| Admin fee / account holder | $53 | $4,393-98.8% | $5,480-99.0% | $4,296-98.8% |