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 7-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) | $61,820 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,704 | $73,823+48.6% | $379,746-71.1% | $73,488+49.3% |
| Participation rate | 92.3% | 73.1%+19.2pp | 78.4%+13.9pp | 70.7%+21.6pp |
| Annual return | 19.43% | 29.06%-9.6pp | 34.90%-15.5pp | 28.51%-9.1pp |
| Employer contribution / active EE | $4,180 | $2,472+69.1% | $3,540+18.1% | $2,270+84.1% |
| Participant deferral / active EE | $10,620 | $4,038+163.0% | $6,024+76.3% | $3,740+184.0% |
| Admin fee / account holder | $336 | $607-44.7% | $7,927-95.8% | $513-34.5% |