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) | $59,747 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,637 | $91,552+90.8% | $133,956+30.4% | $79,858+118.7% |
| Participation rate | 98.9% | 73.3%+25.5pp | 79.8%+19.0pp | 69.6%+29.2pp |
| Annual return | 15.93% | 61.85%-45.9pp | 45.09%-29.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,767 | $2,384-25.9% | $3,919-54.9% | $2,471-28.5% |
| Participant deferral / active EE | $5,343 | $3,733+43.1% | $5,048+5.9% | $3,740+42.9% |
| Admin fee / account holder | $478 | $6,321-92.4% | $8,927-94.6% | $5,306-91.0% |