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 9-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 | $35,606 |
Filed as: ALEXANDER & COMPANY CPAS PSC Service code 10 2707 BRECKENRIDGE ST STE 1 · OWENSBORO, KY 42303 | Accounting | $6,950 |
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 | $101,747 | $59,186+71.9% | $76,768+32.5% | $56,287+80.8% |
| Participation rate | 88.2% | 75.2%+13.0pp | 77.0%+11.3pp | 69.9%+18.4pp |
| Annual return | -7.03% | 6.62%-13.7pp | 2.43%-9.5pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,095 | $1,759-37.7% | $2,485-55.9% | $2,111-48.1% |
| Participant deferral / active EE | $2,947 | $3,255-9.4% | $3,852-23.5% | $3,350-12.0% |
| Admin fee / account holder | $224 | $489-54.1% | $6,675-96.6% | $521-56.9% |