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) | $44,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,898 | $29,516-29.2% | $77,482-73.0% | $90,288-76.9% |
| Participation rate | 7.9% | 33.7%-25.7pp | 54.2%-46.2pp | 73.4%-65.4pp |
| Annual return | 18.24% | 231.18%-212.9pp | 54.79%-36.5pp | 53.97%-35.7pp |
| Employer contribution / active EE | $0 | $381-100.0% | $986-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $240 | $944-74.6% | $1,861-87.1% | $4,232-94.3% |
| Admin fee / account holder | $92 | $106-12.7% | $2,858-96.8% | $114-18.9% |