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 9-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) | $28,843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,436 | $51,466+101.0% | $78,778+31.3% | $62,292+66.0% |
| Participation rate | 53.5% | 59.8%-6.3pp | 69.2%-15.7pp | 69.5%-16.0pp |
| Annual return | 17.25% | 19.96%-2.7pp | 35.62%-18.4pp | 28.90%-11.6pp |
| Employer contribution / active EE | $642 | $827-22.4% | $1,986-67.7% | $2,042-68.5% |
| Participant deferral / active EE | $4,380 | $2,147+104.0% | $2,958+48.1% | $3,169+38.2% |
| Admin fee / account holder | $339 | $489-30.7% | $5,134-93.4% | $479-29.2% |