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 | $23,760 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $69,042 | $75,828-8.9% | $147,614-53.2% | $59,632+15.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -8.92% | 0.37%-9.3pp | 61.98%-70.9pp | 2041.28%-2050.2pp |
| Employer contribution / active EE | $24,417 | $3,485+600.7% | $5,564+338.8% | $2,203+1008.5% |
| Participant deferral / active EE | $19,276 | $3,130+515.8% | $4,895+293.8% | $3,192+503.9% |
| Admin fee / account holder | $83 | $5,985-98.6% | $11,611-99.3% | $4,297-98.1% |