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) | $31,302 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,477 | $55,636-29.0% | $81,983-51.8% | $73,488-46.3% |
| Participation rate | 71.0% | 62.3%+8.7pp | 69.2%+1.7pp | 70.7%+0.3pp |
| Annual return | 15.50% | 19.07%-3.6pp | 41.31%-25.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $187 | $1,625-88.5% | $2,498-92.5% | $2,270-91.8% |
| Participant deferral / active EE | $2,828 | $2,762+2.4% | $3,722-24.0% | $3,740-24.4% |
| Admin fee / account holder | $282 | $493-42.8% | $5,664-95.0% | $513-45.0% |