See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,323 | $55,449-29.1% | $83,848-53.1% | $56,287-30.1% |
| Participation rate | 64.3% | 68.0%-3.7pp | 76.1%-11.8pp | 69.9%-5.5pp |
| Annual return | -5.99% | -1.38%-4.6pp | 850.88%-856.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,467 | $2,430-39.6% | $3,631-59.6% | $2,111-30.5% |
| Participant deferral / active EE | $2,296 | $2,935-21.8% | $4,082-43.8% | $3,350-31.5% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |