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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,294 |
AMERICAN FUNDS8 years Filed as: OPUS CAPITAL GROUP LLC Service code 27 221 E. 4TH ST., SUITE 2700 · CINCINNATI, OH 45202 | Advisory (Plan) | $70,266 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 71 221 EAST 4TH ST. · CINCINNATI, OH 45202 | Brokerage Fees | $31,294 |
FUTURES PLANNING GROUP, INC.6 years Service code 13 P.O. BOX 43189 · CINCINNATI, OH 45243 | Contract Administrator | $25,455 |
Filed as: RAYMOND JAMES Service code 71 250 E. 5TH ST., SUITE 1500 · CINCINNATI, OH 45202 | Brokerage Fees | $19,210 |
WEALTH DIMENSIONS8 years Service code 71 7870 EAST KEMPER ROAD, SUITE 330 · CINCINNATI, OH 45249 | Brokerage Fees | $17,348 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 71 4969 US HIGHWAY 42, SUITE 1200 · LOUISVILLE, KY 40222 | Brokerage Fees | $16,344 |
ALLWORTH FINANCIAL4 years Service code 71 7890 E. KEMPER RD., SUITE 200 · CINCINNATI, OH 45249 | Brokerage Fees | $14,941 |
THOR WEALTH MANAGEMENT6 years Service code 71 7346 BEECHMONT AVE. · CINCINNATI, OH 45230 | Brokerage Fees | $11,955 |
Service code 13 269 W MAIN ST · LEXINGTON, KY 40507 | Contract Administrator | $450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,020 | $50,815+116.5% | $155,509-29.3% | $77,643+41.7% |
| Participation rate | 94.1% | 63.1%+31.0pp | 78.2%+15.9pp | 70.6%+23.5pp |
| Annual return | 12.49% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $6,612 | $1,993+231.8% | $4,672+41.5% | $2,726+142.6% |
| Participant deferral / active EE | $4,187 | $2,822+48.4% | $5,626-25.6% | $4,647-9.9% |
| Admin fee / account holder | $633 | $437+44.9% | $15,912-96.0% | $430+47.0% |