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) | $70,884 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,430 | $58,083-26.9% | $80,019-47.0% | $56,287-24.6% |
| Participation rate | 90.9% | 73.6%+17.3pp | 75.8%+15.1pp | 69.9%+21.1pp |
| Annual return | -4.74% | 34.61%-39.3pp | 11.22%-16.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $253 | $1,932-86.9% | $2,468-89.7% | $2,111-88.0% |
| Participant deferral / active EE | $2,126 | $3,135-32.2% | $3,686-42.3% | $3,350-36.5% |
| Admin fee / account holder | $338 | $623-45.8% | $6,521-94.8% | $521-35.2% |