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 25 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Directed Trustee | $32,261 |
STABLE TWO FINANCIAL, LLC3+ years Service code 27 PO BOX 209 · TERRACE PARK, OH 45174 | Advisory (Plan) | $18,632 |
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 | $90,273 | $80,753+11.8% | $136,294-33.8% | $62,292+44.9% |
| Participation rate | 74.8% | 73.5%+1.3pp | 81.9%-7.1pp | 69.5%+5.3pp |
| Annual return | 29.48% | 35.83%-6.4pp | 5155.94%-5126.5pp | 28.90%+0.6pp |
| Employer contribution / active EE | $3,791 | $2,884+31.5% | $4,695-19.3% | $2,042+85.6% |
| Participant deferral / active EE | $8,469 | $5,164+64.0% | $6,247+35.6% | $3,169+167.3% |
| Admin fee / account holder | $253 | $525-51.8% | $9,243-97.3% | $479-47.2% |