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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $0 |
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 | $58,286 | $64,909-10.2% | $82,313-29.2% | $62,292-6.4% |
| Participation rate | 65.3% | 74.9%-9.6pp | 76.9%-11.6pp | 69.5%-4.2pp |
| Annual return | 19.64% | 21.18%-1.5pp | 25.88%-6.2pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,797 | $1,676+7.2% | $2,428-26.0% | $2,042-12.0% |
| Participant deferral / active EE | $3,444 | $3,103+11.0% | $3,706-7.1% | $3,169+8.7% |
| Admin fee / account holder | $42 | $440-90.5% | $5,608-99.3% | $479-91.3% |