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) | $44,551 |
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.)
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 | $99,368 | $42,548+133.5% | $74,550+33.3% | $56,287+76.5% |
| Participation rate | 54.5% | 60.5%-5.9pp | 69.1%-14.6pp | 69.9%-15.3pp |
| Annual return | -2.91% | 12.40%-15.3pp | 32.53%-35.4pp | -9.96%+7.1pp |
| Employer contribution / active EE | $631 | $855-26.2% | $1,961-67.8% | $2,111-70.1% |
| Participant deferral / active EE | $4,519 | $2,277+98.5% | $3,108+45.4% | $3,350+34.9% |
| Admin fee / account holder | $495 | $467+6.0% | $5,060-90.2% | $521-5.0% |