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 | $0 |
Annual investment return 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 | $35,763 | $59,188-39.6% | $63,412-43.6% | $59,188-39.6% |
| Participation rate | 99.0% | 69.4%+29.6pp | 67.1%+31.9pp | 69.4%+29.6pp |
| Annual return | -1.32% | 5.51%-6.8pp | 4.04%-5.4pp | 5.51%-6.8pp |
| Employer contribution / active EE | $2,896 | $2,098+38.0% | $1,814+59.6% | $2,098+38.0% |
| Participant deferral / active EE | $1,305 | $3,265-60.0% | $2,496-47.7% | $3,265-60.0% |
| Admin fee / account holder | $0 | $92-100.0% | $3,753-100.0% | $92-100.0% |