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) | $26,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,804 | $58,523+17.6% | $99,443-30.8% | $72,985-5.7% |
| Participation rate | 54.9% | 64.6%-9.7pp | 73.8%-18.9pp | 69.5%-14.6pp |
| Annual return | 20.69% | 28.51%-7.8pp | 30.72%-10.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $202 | $1,512-86.6% | $2,540-92.0% | $2,440-91.7% |
| Participant deferral / active EE | $2,938 | $2,606+12.7% | $3,619-18.8% | $3,607-18.6% |
| Admin fee / account holder | $437 | $4,102-89.4% | $6,250-93.0% | $5,124-91.5% |