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) | $192,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,081 | $51,447+32.3% | $104,607-34.9% | $73,409-7.3% |
| Participation rate | 60.3% | 68.2%-7.9pp | 74.1%-13.8pp | 72.2%-11.9pp |
| Annual return | 12.86% | 25.06%-12.2pp | 340.46%-327.6pp | 59.29%-46.4pp |
| Employer contribution / active EE | $1,294 | $1,441-10.2% | $2,681-51.7% | $2,234-42.1% |
| Participant deferral / active EE | $2,690 | $3,058-12.0% | $3,740-28.1% | $3,805-29.3% |
| Admin fee / account holder | $325 | $122+166.3% | $6,473-95.0% | $158+105.8% |