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 | $37,153 |
STABLE TWO FINANCIAL, LLC4+ years Service code 27 PO BOX 209 · TERRACE PARK, OH 45174 | Advisory (Plan) | $19,483 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,572 | $73,102+28.0% | $123,544-24.3% | $56,287+66.2% |
| Participation rate | 79.0% | 74.3%+4.7pp | 82.3%-3.3pp | 69.9%+9.2pp |
| Annual return | -5.54% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $4,062 | $2,977+36.4% | $4,628-12.2% | $2,111+92.4% |
| Participant deferral / active EE | $9,063 | $5,423+67.1% | $6,426+41.0% | $3,350+170.6% |
| Admin fee / account holder | $331 | $554-40.2% | $9,284-96.4% | $521-36.4% |