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) | $47,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,987 | $48,064-12.6% | $78,778-46.7% | $69,631-39.7% |
| Participation rate | 52.8% | 61.6%-8.8pp | 69.2%-16.4pp | 70.7%-17.9pp |
| Annual return | 14.51% | 21.81%-7.3pp | 35.62%-21.1pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $191 | $744-74.3% | $1,986-90.4% | $2,032-90.6% |
| Participant deferral / active EE | $1,839 | $2,079-11.6% | $2,958-37.8% | $3,224-43.0% |
| Admin fee / account holder | $187 | $152+23.3% | $5,134-96.4% | $110+69.6% |