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 7-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 | $36,375 |
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 | $85,919 | $66,310+29.6% | $93,606-8.2% | $65,185+31.8% |
| Participation rate | 87.7% | 74.0%+13.7pp | 75.8%+11.9pp | 70.2%+17.5pp |
| Annual return | 23.77% | 42.58%-18.8pp | 32.76%-9.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,829 | $2,012-9.1% | $2,718-32.7% | $2,177-16.0% |
| Participant deferral / active EE | $3,703 | $3,342+10.8% | $4,069-9.0% | $3,514+5.4% |
| Admin fee / account holder | $164 | $6,897-97.6% | $7,888-97.9% | $847-80.7% |