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) | $26,878 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,068 | $46,423-78.3% | $75,886-86.7% | $67,579-85.1% |
| Participation rate | 96.3% | 63.1%+33.2pp | 69.3%+27.0pp | 71.3%+25.0pp |
| Annual return | 17.40% | 32.29%-14.9pp | 30.76%-13.4pp | 378.56%-361.2pp |
| Employer contribution / active EE | $423 | $1,406-69.9% | $2,500-83.1% | $2,148-80.3% |
| Participant deferral / active EE | $1,143 | $2,564-55.4% | $3,603-68.3% | $3,539-67.7% |
| Admin fee / account holder | $80 | $132-39.3% | $5,418-98.5% | $142-43.8% |