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 15 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping | $9,335 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $757 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,615 | $74,024-41.1% | $77,999-44.1% | $57,658-24.4% |
| Participation rate | 87.8% | 79.7%+8.0pp | 75.5%+12.2pp | 70.2%+17.5pp |
| Annual return | 9.17% | 12.14%-3.0pp | 425.96%-416.8pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,147 | $2,365-51.5% | $2,470-53.6% | $1,974-41.9% |
| Participant deferral / active EE | $929 | $3,533-73.7% | $3,497-73.4% | $3,061-69.6% |
| Admin fee / account holder | $31 | $93-66.7% | $5,480-99.4% | $95-67.1% |