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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $232,535 | $50,464+360.8% | $75,781+206.9% | $52,331+344.4% |
| Participation rate | 99.4% | 66.8%+32.6pp | 75.8%+23.6pp | 68.1%+31.3pp |
| Annual return | -0.61% | 1.03%-1.6pp | 9.68%-10.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $8,077 | $1,988+306.2% | $3,323+143.0% | $1,882+329.2% |
| Participant deferral / active EE | $7,945 | $2,570+209.1% | $3,651+117.6% | $3,022+162.9% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |