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) | $68,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $50,318 | $40,174+25.3% | $84,015-40.1% | $67,579-25.5% |
| Participation rate | 52.4% | 62.7%-10.3pp | 69.0%-16.6pp | 71.3%-18.9pp |
| Annual return | 22.00% | 25.82%-3.8pp | 71.31%-49.3pp | 378.56%-356.6pp |
| Employer contribution / active EE | $242 | $808-70.0% | $1,983-87.8% | $2,148-88.7% |
| Participant deferral / active EE | $2,139 | $2,301-7.0% | $3,239-33.9% | $3,539-39.6% |
| Admin fee / account holder | $272 | $128+111.7% | $6,101-95.5% | $142+90.9% |