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) | $6,559 |
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.
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 | $58,638 | $64,286-8.8% | $90,951-35.5% | $73,409-20.1% |
| Participation rate | 9.6% | 63.6%-54.0pp | 69.0%-59.4pp | 72.2%-62.6pp |
| Annual return | 20.05% | 21.45%-1.4pp | 134.60%-114.5pp | 59.29%-39.2pp |
| Employer contribution / active EE | $235 | $895-73.7% | $2,122-88.9% | $2,234-89.5% |
| Participant deferral / active EE | $444 | $2,453-81.9% | $3,373-86.8% | $3,805-88.3% |
| Admin fee / account holder | $101 | $287-64.9% | $5,959-98.3% | $158-36.1% |