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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $0 |
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 | $67,044 | $40,522+65.4% | $84,611-20.8% | $67,579-0.8% |
| Participation rate | 96.5% | 51.1%+45.4pp | 68.2%+28.2pp | 71.3%+25.2pp |
| Annual return | 24.71% | 32.72%-8.0pp | 258.74%-234.0pp | 378.56%-353.8pp |
| Employer contribution / active EE | $974 | $1,146-15.0% | $2,652-63.3% | $2,148-54.6% |
| Participant deferral / active EE | $4,526 | $2,132+112.3% | $3,899+16.1% | $3,539+27.9% |
| Admin fee / account holder | $0 | $145-100.0% | $4,912-100.0% | $142-100.0% |