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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $22,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,829 | $22,291-24.5% | $69,182-75.7% | $63,975-73.7% |
| Participation rate | 6.6% | 35.3%-28.6pp | 55.1%-48.5pp | 71.1%-64.5pp |
| Annual return | 13.07% | 9.30%+3.8pp | -21.93%+35.0pp | 48.65%-35.6pp |
| Employer contribution / active EE | $35 | $325-89.1% | $1,206-97.1% | $2,182-98.4% |
| Participant deferral / active EE | $221 | $808-72.6% | $1,897-88.3% | $3,356-93.4% |
| Admin fee / account holder | $68 | $73-6.4% | $2,697-97.5% | $70-2.9% |