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 10-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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $154,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,872 | $52,670+101.0% | $90,404+17.1% | $73,409+44.2% |
| Participation rate | 97.3% | 67.7%+29.7pp | 72.7%+24.7pp | 72.2%+25.2pp |
| Annual return | 13.75% | 20.70%-7.0pp | 1293.02%-1279.3pp | 59.29%-45.5pp |
| Employer contribution / active EE | $5,095 | $1,872+172.3% | $3,262+56.2% | $2,234+128.1% |
| Participant deferral / active EE | $5,056 | $2,807+80.1% | $3,963+27.6% | $3,805+32.9% |
| Admin fee / account holder | $221 | $117+89.6% | $5,611-96.1% | $158+40.2% |