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 8-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 | $10,839 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,783 | $69,305-64.2% | $82,313-69.9% | $69,631-64.4% |
| Participation rate | 93.8% | 80.3%+13.6pp | 76.9%+16.9pp | 70.7%+23.1pp |
| Annual return | 14.29% | 21.47%-7.2pp | 25.88%-11.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $737 | $1,887-60.9% | $2,428-69.6% | $2,032-63.7% |
| Participant deferral / active EE | $1,322 | $3,568-63.0% | $3,706-64.3% | $3,224-59.0% |
| Admin fee / account holder | $14 | $97-85.9% | $5,608-99.8% | $110-87.6% |