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 | $46,041 |
GREENLEAF TRUST1 year Service code 15 · EIN 38-3416104 | Recordkeeping | $3,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,866 | $42,548-11.0% | $74,550-49.2% | $56,287-32.7% |
| Participation rate | 66.4% | 60.5%+6.0pp | 69.1%-2.7pp | 69.9%-3.4pp |
| Annual return | -0.91% | 12.40%-13.3pp | 32.53%-33.4pp | -9.96%+9.1pp |
| Employer contribution / active EE | $431 | $855-49.6% | $1,961-78.0% | $2,111-79.6% |
| Participant deferral / active EE | $3,160 | $2,277+38.8% | $3,108+1.7% | $3,350-5.7% |
| Admin fee / account holder | $470 | $467+0.6% | $5,060-90.7% | $521-9.8% |