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) | $22,083 |
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 | $55,834 | $64,909-14.0% | $82,313-32.2% | $62,292-10.4% |
| Participation rate | 96.1% | 74.9%+21.2pp | 76.9%+19.2pp | 69.5%+26.6pp |
| Annual return | 15.31% | 21.18%-5.9pp | 25.88%-10.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $2,406 | $1,676+43.5% | $2,428-0.9% | $2,042+17.8% |
| Participant deferral / active EE | $3,534 | $3,103+13.9% | $3,706-4.6% | $3,169+11.5% |
| Admin fee / account holder | $173 | $440-60.8% | $5,608-96.9% | $479-64.0% |