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) | $65,432 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSONALLEN, LLP Service code 10 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Accounting | $7,500 |
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 | $65,026 | $88,122-26.2% | $141,162-53.9% | $67,579-3.8% |
| Participation rate | 65.0% | 76.5%-11.4pp | 82.5%-17.5pp | 71.3%-6.3pp |
| Annual return | 22.87% | 75.40%-52.5pp | 71.39%-48.5pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,317 | $3,224-59.2% | $4,735-72.2% | $2,148-38.7% |
| Participant deferral / active EE | $4,186 | $5,958-29.7% | $6,709-37.6% | $3,539+18.3% |
| Admin fee / account holder | $193 | $131+47.4% | $10,261-98.1% | $142+35.6% |