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) | $68,431 |
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 | $35,266 | $73,638-52.1% | $95,952-63.2% | $73,488-52.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 77.1%+11.8pp | 70.7%+18.2pp |
| Annual return | 9.97% | 16.78%-6.8pp | 91.61%-81.6pp | 28.51%-18.5pp |
| Employer contribution / active EE | $913 | $1,863-51.0% | $2,541-64.1% | $2,270-59.8% |
| Participant deferral / active EE | $1,993 | $3,617-44.9% | $4,167-52.2% | $3,740-46.7% |
| Admin fee / account holder | $250 | $482-48.2% | $6,795-96.3% | $513-51.3% |