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) | $76,714 |
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 | $46,382 | $70,908-34.6% | $98,907-53.1% | $73,488-36.9% |
| Participation rate | 95.1% | 73.8%+21.4pp | 76.0%+19.1pp | 70.7%+24.5pp |
| Annual return | 14.73% | 34.17%-19.4pp | 196.43%-181.7pp | 28.51%-13.8pp |
| Employer contribution / active EE | $824 | $2,036-59.5% | $2,689-69.3% | $2,270-63.7% |
| Participant deferral / active EE | $2,191 | $3,500-37.4% | $4,244-48.4% | $3,740-41.4% |
| Admin fee / account holder | $287 | $535-46.3% | $6,642-95.7% | $513-44.0% |