See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $706 |
T ROWE PRICE RPS INC1 year Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,723 | $65,376-66.8% | $87,100-75.1% | $65,185-66.7% |
| Participation rate | 39.8% | 75.3%-35.5pp | 76.9%-37.1pp | 70.2%-30.4pp |
| Annual return | 22.83% | 31.27%-8.4pp | 28.19%-5.4pp | 29.38%-6.6pp |
| Employer contribution / active EE | $628 | $1,822-65.5% | $2,521-75.1% | $2,177-71.1% |
| Participant deferral / active EE | $959 | $3,388-71.7% | $4,049-76.3% | $3,514-72.7% |
| Admin fee / account holder | $10 | $520-98.1% | $7,497-99.9% | $847-98.8% |