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) | $21,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,746 | $63,299-30.9% | $91,001-51.9% | $62,292-29.8% |
| Participation rate | 52.1% | 73.3%-21.2pp | 75.6%-23.5pp | 69.5%-17.4pp |
| Annual return | 16.76% | 20.99%-4.2pp | 4.60%+12.2pp | 28.90%-12.1pp |
| Employer contribution / active EE | $333 | $1,807-81.6% | $2,456-86.5% | $2,042-83.7% |
| Participant deferral / active EE | $2,362 | $2,943-19.7% | $3,547-33.4% | $3,169-25.5% |
| Admin fee / account holder | $199 | $468-57.4% | $5,417-96.3% | $479-58.5% |