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) | $46,523 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,862 | $65,376-46.7% | $87,100-60.0% | $65,185-46.5% |
| Participation rate | 98.2% | 75.3%+22.9pp | 76.9%+21.4pp | 70.2%+28.0pp |
| Annual return | 5.30% | 31.27%-26.0pp | 28.19%-22.9pp | 29.38%-24.1pp |
| Employer contribution / active EE | $1,462 | $1,822-19.8% | $2,521-42.0% | $2,177-32.8% |
| Participant deferral / active EE | $2,440 | $3,388-28.0% | $4,049-39.7% | $3,514-30.6% |
| Admin fee / account holder | $166 | $520-68.1% | $7,497-97.8% | $847-80.5% |