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) | $53,982 |
Participant contribution per participant 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 | $28,667 | $65,118-56.0% | $76,768-62.7% | $55,725-48.6% |
| Participation rate | 79.9% | 79.6%+0.3pp | 77.0%+3.0pp | 70.9%+9.1pp |
| Annual return | 7.55% | -1.27%+8.8pp | 2.43%+5.1pp | 244.93%-237.4pp |
| Employer contribution / active EE | $820 | $1,941-57.8% | $2,485-67.0% | $2,078-60.6% |
| Participant deferral / active EE | $1,301 | $3,688-64.7% | $3,852-66.2% | $3,356-61.2% |
| Admin fee / account holder | $188 | $116+62.2% | $6,675-97.2% | $115+63.1% |