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) | $52,406 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,520 | $56,629+102.2% | $77,999+46.8% | $55,167+107.6% |
| Participation rate | 98.3% | 73.3%+25.0pp | 75.5%+22.8pp | 69.0%+29.3pp |
| Annual return | 7.52% | 2866.98%-2859.5pp | 425.96%-418.4pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,481 | $1,723+102.0% | $2,470+40.9% | $1,963+77.4% |
| Participant deferral / active EE | $5,515 | $2,777+98.6% | $3,497+57.7% | $3,054+80.6% |
| Admin fee / account holder | $400 | $467-14.2% | $5,480-92.7% | $504-20.6% |