Filed April 15, 2022
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) | $18,541 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,505 | $52,884-78.2% | $84,750-86.4% | $55,167-79.1% |
| Participation rate | 91.8% | 67.5%+24.3pp | 76.6%+15.2pp | 69.0%+22.8pp |
| Annual return | 27.99% | 18.03%+10.0pp | 22.78%+5.2pp | 169.23%-141.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,390 | $2,644-9.6% | $3,712-35.6% | $3,054-21.7% |
| Admin fee / account holder | $78 | $581-86.6% | $5,332-98.5% | $504-84.6% |