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) | $19,854 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,147 | $72,492-26.7% | $87,100-39.0% | $72,985-27.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.79% | 24.46%-2.7pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,065 | $1,894+61.8% | $2,521+21.6% | $2,440+25.6% |
| Participant deferral / active EE | $4,554 | $3,270+39.3% | $4,049+12.5% | $3,607+26.2% |
| Admin fee / account holder | $127 | $5,055-97.5% | $7,497-98.3% | $5,124-97.5% |