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) | $59,105 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,999 | $63,299+67.5% | $91,001+16.5% | $62,292+70.2% |
| Participation rate | 94.0% | 73.3%+20.7pp | 75.6%+18.4pp | 69.5%+24.5pp |
| Annual return | 10.54% | 20.99%-10.5pp | 4.60%+5.9pp | 28.90%-18.4pp |
| Employer contribution / active EE | $2,081 | $1,807+15.2% | $2,456-15.2% | $2,042+1.9% |
| Participant deferral / active EE | $1,596 | $2,943-45.8% | $3,547-55.0% | $3,169-49.6% |
| Admin fee / account holder | $505 | $468+8.0% | $5,417-90.7% | $479+5.3% |