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 | $38,945 |
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 | $87,560 | $70,908+23.5% | $98,907-11.5% | $73,488+19.1% |
| Participation rate | 91.1% | 73.8%+17.3pp | 76.0%+15.0pp | 70.7%+20.4pp |
| Annual return | 15.93% | 34.17%-18.2pp | 196.43%-180.5pp | 28.51%-12.6pp |
| Employer contribution / active EE | $2,239 | $2,036+10.0% | $2,689-16.7% | $2,270-1.4% |
| Participant deferral / active EE | $4,414 | $3,500+26.1% | $4,244+4.0% | $3,740+18.0% |
| Admin fee / account holder | $181 | $535-66.1% | $6,642-97.3% | $513-64.7% |