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 | $82,191 | $39,948+105.7% | $89,391-8.1% | $73,409+12.0% |
| Participation rate | 96.3% | 50.4%+45.9pp | 68.0%+28.4pp | 72.2%+24.2pp |
| Annual return | 21.00% | 50.12%-29.1pp | 245.62%-224.6pp | 59.29%-38.3pp |
| Employer contribution / active EE | $1,068 | $1,200-11.0% | $2,586-58.7% | $2,234-52.2% |
| Participant deferral / active EE | $5,108 | $2,193+132.9% | $3,890+31.3% | $3,805+34.2% |
| Admin fee / account holder | $0 | $134-100.0% | $4,881-100.0% | $158-100.0% |