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) | $7,060 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $1,817 |
Employer 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 | $45,548 | $59,186-23.0% | $76,768-40.7% | $56,287-19.1% |
| Participation rate | 72.1% | 75.2%-3.1pp | 77.0%-4.9pp | 69.9%+2.2pp |
| Annual return | -3.35% | 6.62%-10.0pp | 2.43%-5.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $323 | $1,759-81.6% | $2,485-87.0% | $2,111-84.7% |
| Participant deferral / active EE | $2,179 | $3,255-33.1% | $3,852-43.4% | $3,350-34.9% |
| Admin fee / account holder | $145 | $489-70.3% | $6,675-97.8% | $521-72.1% |