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) | $38,323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,839 | $55,453-11.9% | $170,442-71.3% | $62,292-21.6% |
| Participation rate | 51.3% | 66.4%-15.0pp | 83.6%-32.3pp | 69.5%-18.2pp |
| Annual return | 16.58% | 21.38%-4.8pp | 205.93%-189.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,017 | $2,164-53.0% | $5,433-81.3% | $2,042-50.2% |
| Participant deferral / active EE | $2,572 | $2,303+11.7% | $4,939-47.9% | $3,169-18.9% |
| Admin fee / account holder | $244 | $455-46.4% | $13,880-98.2% | $479-49.1% |