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) | $36,683 |
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 | $40,039 | $35,485+12.8% | $74,550-46.3% | $55,725-28.1% |
| Participation rate | 55.1% | 62.5%-7.4pp | 69.1%-14.0pp | 70.9%-15.7pp |
| Annual return | -5.25% | 0.72%-6.0pp | 32.53%-37.8pp | 244.93%-250.2pp |
| Employer contribution / active EE | $230 | $777-70.4% | $1,961-88.3% | $2,078-88.9% |
| Participant deferral / active EE | $2,056 | $2,181-5.7% | $3,108-33.9% | $3,356-38.7% |
| Admin fee / account holder | $141 | $114+23.4% | $5,060-97.2% | $115+22.5% |