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) | $118,486 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,709 | $58,726-22.2% | $92,233-50.4% | $62,292-26.6% |
| Participation rate | 76.0% | 68.3%+7.7pp | 76.5%-0.5pp | 69.5%+6.5pp |
| Annual return | 11.75% | 43.62%-31.9pp | 176.28%-164.5pp | 28.90%-17.1pp |
| Employer contribution / active EE | $2,407 | $2,392+0.6% | $3,679-34.6% | $2,042+17.9% |
| Participant deferral / active EE | $2,054 | $2,766-25.7% | $3,897-47.3% | $3,169-35.2% |
| Admin fee / account holder | $381 | $556-31.5% | $5,194-92.7% | $479-20.5% |