See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $38,803 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,868 | $63,346+8.7% | $92,233-25.3% | $70,131-1.8% |
| Participation rate | 96.6% | 68.7%+28.0pp | 76.5%+20.1pp | 69.5%+27.1pp |
| Annual return | 15.91% | 530.12%-514.2pp | 176.28%-160.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $797 | $2,471-67.7% | $3,679-78.3% | $2,342-66.0% |
| Participant deferral / active EE | $4,338 | $2,854+52.0% | $3,897+11.3% | $3,332+30.2% |
| Admin fee / account holder | $343 | $3,840-91.1% | $5,194-93.4% | $4,645-92.6% |