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) | $105,288 |
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 | $37,029 | $57,921-36.1% | $84,750-56.3% | $57,658-35.8% |
| Participation rate | 78.9% | 72.9%+6.0pp | 76.6%+2.3pp | 70.2%+8.7pp |
| Annual return | 6.33% | 10.24%-3.9pp | 22.78%-16.5pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,572 | $2,598-39.5% | $3,574-56.0% | $1,974-20.4% |
| Participant deferral / active EE | $1,481 | $2,742-46.0% | $3,712-60.1% | $3,061-51.6% |
| Admin fee / account holder | $293 | $130+126.1% | $5,332-94.5% | $95+210.2% |