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) | $18,947 |
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 | $207,357 | $42,772+384.8% | $87,507+137.0% | $55,167+275.9% |
| Participation rate | 82.7% | 66.5%+16.2pp | 73.8%+8.8pp | 69.0%+13.7pp |
| Annual return | 7.04% | 21.20%-14.2pp | 12.21%-5.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $7,732 | $1,277+505.6% | $2,550+203.3% | $1,963+294.0% |
| Participant deferral / active EE | $4,882 | $2,342+108.4% | $3,149+55.1% | $3,054+59.9% |
| Admin fee / account holder | $146 | $461-68.4% | $4,221-96.5% | $504-71.1% |