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) | $78,234 |
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 | $55,559 | $64,286-13.6% | $90,951-38.9% | $73,409-24.3% |
| Participation rate | 55.7% | 63.6%-7.8pp | 69.0%-13.3pp | 72.2%-16.4pp |
| Annual return | 15.80% | 21.45%-5.7pp | 134.60%-118.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $273 | $895-69.5% | $2,122-87.1% | $2,234-87.8% |
| Participant deferral / active EE | $2,415 | $2,453-1.5% | $3,373-28.4% | $3,805-36.5% |
| Admin fee / account holder | $289 | $287+0.5% | $5,959-95.2% | $158+82.8% |