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) | $72,799 |
Participant 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.)
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 | $92,681 | $66,310+39.8% | $93,606-1.0% | $65,185+42.2% |
| Participation rate | 91.5% | 74.0%+17.5pp | 75.8%+15.6pp | 70.2%+21.3pp |
| Annual return | 14.22% | 42.58%-28.4pp | 32.76%-18.5pp | 29.38%-15.2pp |
| Employer contribution / active EE | $1,966 | $2,012-2.3% | $2,718-27.7% | $2,177-9.7% |
| Participant deferral / active EE | $1,480 | $3,342-55.7% | $4,069-63.6% | $3,514-57.9% |
| Admin fee / account holder | $531 | $6,897-92.3% | $7,888-93.3% | $847-37.3% |