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 | $25,001 |
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 | $40,885 | $39,245+4.2% | $64,105-36.2% | $52,331-21.9% |
| Participation rate | 88.5% | 58.2%+30.3pp | 68.2%+20.3pp | 68.1%+20.4pp |
| Annual return | -1.40% | 14.79%-16.2pp | 791.24%-792.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $522 | $736-29.1% | $1,820-71.3% | $1,882-72.3% |
| Participant deferral / active EE | $3,328 | $1,992+67.1% | $2,822+17.9% | $3,022+10.1% |
| Admin fee / account holder | $207 | $592-65.1% | $4,499-95.4% | $592-65.1% |