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) | $27,932 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,279 | $55,636-77.9% | $81,983-85.0% | $73,488-83.3% |
| Participation rate | 99.6% | 62.3%+37.3pp | 69.2%+30.3pp | 70.7%+28.9pp |
| Annual return | 12.58% | 19.07%-6.5pp | 41.31%-28.7pp | 28.51%-15.9pp |
| Employer contribution / active EE | $313 | $1,625-80.8% | $2,498-87.5% | $2,270-86.2% |
| Participant deferral / active EE | $1,620 | $2,762-41.4% | $3,722-56.5% | $3,740-56.7% |
| Admin fee / account holder | $84 | $493-83.0% | $5,664-98.5% | $513-83.7% |