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) | $11,377 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,297 | $85,766-68.2% | $136,294-80.0% | $70,131-61.1% |
| Participation rate | 86.5% | 74.2%+12.4pp | 81.9%+4.6pp | 69.5%+17.0pp |
| Annual return | 11.59% | 31.45%-19.9pp | 5155.94%-5144.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $541 | $2,966-81.8% | $4,695-88.5% | $2,342-76.9% |
| Participant deferral / active EE | $3,139 | $5,051-37.9% | $6,247-49.8% | $3,332-5.8% |
| Admin fee / account holder | $113 | $5,420-97.9% | $9,243-98.8% | $4,645-97.6% |