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 9-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) | $31,816 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,112 | $65,592-63.2% | $90,160-73.3% | $69,631-65.4% |
| Participation rate | 89.7% | 77.6%+12.1pp | 76.9%+12.8pp | 70.7%+19.0pp |
| Annual return | 16.50% | 57.10%-40.6pp | 34.88%-18.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $822 | $2,193-62.5% | $3,318-75.2% | $2,032-59.6% |
| Participant deferral / active EE | $3,120 | $5,257-40.6% | $5,288-41.0% | $3,224-3.2% |
| Admin fee / account holder | $68 | $86-20.7% | $5,943-98.9% | $110-38.4% |