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) | $14,994 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $1,054 |
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 | $49,003 | $65,376-25.0% | $87,100-43.7% | $65,185-24.8% |
| Participation rate | 76.6% | 75.3%+1.2pp | 76.9%-0.3pp | 70.2%+6.4pp |
| Annual return | 18.29% | 31.27%-13.0pp | 28.19%-9.9pp | 29.38%-11.1pp |
| Employer contribution / active EE | $384 | $1,822-78.9% | $2,521-84.8% | $2,177-82.4% |
| Participant deferral / active EE | $2,646 | $3,388-21.9% | $4,049-34.6% | $3,514-24.7% |
| Admin fee / account holder | $142 | $520-72.7% | $7,497-98.1% | $847-83.2% |