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) | $123,576 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,716 | $78,781-68.6% | $100,516-75.4% | $73,409-66.3% |
| Participation rate | 84.9% | 80.0%+4.9pp | 79.4%+5.5pp | 72.2%+12.7pp |
| Annual return | 17.99% | 31.69%-13.7pp | 30.89%-12.9pp | 59.29%-41.3pp |
| Employer contribution / active EE | $949 | $2,420-60.8% | $3,418-72.2% | $2,234-57.5% |
| Participant deferral / active EE | $3,110 | $6,537-52.4% | $6,270-50.4% | $3,805-18.3% |
| Admin fee / account holder | $126 | $145-13.1% | $8,081-98.4% | $158-20.1% |