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 | $17,835 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,587 | $77,787-64.5% | $88,538-68.8% | $77,787-64.5% |
| Participation rate | 95.9% | 73.2%+22.7pp | 68.7%+27.1pp | 73.2%+22.7pp |
| Annual return | 14.03% | 32.57%-18.5pp | 43.64%-29.6pp | 32.57%-18.5pp |
| Employer contribution / active EE | $2,424 | $2,504-3.2% | $2,098+15.5% | $2,504-3.2% |
| Participant deferral / active EE | $1,290 | $3,967-67.5% | $2,914-55.7% | $3,967-67.5% |
| Admin fee / account holder | $8 | $100-92.5% | $4,310-99.8% | $100-92.5% |