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) | $99,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $29,003 | $69,231-58.1% | $91,989-68.5% | $67,579-57.1% |
| Participation rate | 48.1% | 78.9%-30.8pp | 78.6%-30.5pp | 71.3%-23.1pp |
| Annual return | 41.75% | 32.03%+9.7pp | 69.02%-27.3pp | 378.56%-336.8pp |
| Employer contribution / active EE | $1,001 | $2,284-56.2% | $3,452-71.0% | $2,148-53.4% |
| Participant deferral / active EE | $3,052 | $5,854-47.9% | $5,923-48.5% | $3,539-13.8% |
| Admin fee / account holder | $144 | $107+34.4% | $7,743-98.1% | $142+1.5% |