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) | $31,640 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $112,649 | $65,376+72.3% | $87,100+29.3% | $65,185+72.8% |
| Participation rate | 81.0% | 75.3%+5.7pp | 76.9%+4.1pp | 70.2%+10.8pp |
| Annual return | 20.26% | 31.27%-11.0pp | 28.19%-7.9pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,363 | $1,822+29.7% | $2,521-6.3% | $2,177+8.6% |
| Participant deferral / active EE | $4,805 | $3,388+41.8% | $4,049+18.7% | $3,514+36.7% |
| Admin fee / account holder | $302 | $520-41.8% | $7,497-96.0% | $847-64.3% |