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) | $49,656 |
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 | $74,357 | $63,114+17.8% | $92,893-20.0% | $65,185+14.1% |
| Participation rate | 97.0% | 68.8%+28.2pp | 76.0%+21.0pp | 70.2%+26.8pp |
| Annual return | 20.06% | 28.75%-8.7pp | 109.41%-89.4pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,388 | $2,571-46.0% | $3,653-62.0% | $2,177-36.2% |
| Participant deferral / active EE | $4,933 | $3,108+58.7% | $4,236+16.5% | $3,514+40.4% |
| Admin fee / account holder | $421 | $624-32.5% | $5,794-92.7% | $847-50.3% |