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) | $28,130 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,247 | $47,922-34.8% | $75,886-58.8% | $65,185-52.1% |
| Participation rate | 71.3% | 63.0%+8.3pp | 69.3%+2.0pp | 70.2%+1.1pp |
| Annual return | 20.74% | 24.12%-3.4pp | 30.76%-10.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $184 | $1,557-88.2% | $2,500-92.6% | $2,177-91.6% |
| Participant deferral / active EE | $2,395 | $2,550-6.1% | $3,603-33.5% | $3,514-31.8% |
| Admin fee / account holder | $249 | $532-53.2% | $5,418-95.4% | $847-70.6% |