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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $17,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,345 | $63,299-42.6% | $91,001-60.1% | $62,292-41.7% |
| Participation rate | 52.7% | 73.3%-20.6pp | 75.6%-22.9pp | 69.5%-16.8pp |
| Annual return | 14.80% | 20.99%-6.2pp | 4.60%+10.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $618 | $1,807-65.8% | $2,456-74.8% | $2,042-69.8% |
| Participant deferral / active EE | $2,003 | $2,943-31.9% | $3,547-43.5% | $3,169-36.8% |
| Admin fee / account holder | $147 | $468-68.5% | $5,417-97.3% | $479-69.3% |