See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $50,577 |
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 | $108,286 | $49,138+120.4% | $84,015+28.9% | $65,185+66.1% |
| Participation rate | 55.6% | 60.7%-5.1pp | 69.0%-13.4pp | 70.2%-14.6pp |
| Annual return | 18.73% | 23.00%-4.3pp | 71.31%-52.6pp | 29.38%-10.7pp |
| Employer contribution / active EE | $625 | $914-31.6% | $1,983-68.5% | $2,177-71.3% |
| Participant deferral / active EE | $4,462 | $2,397+86.2% | $3,239+37.8% | $3,514+27.0% |
| Admin fee / account holder | $521 | $543-4.0% | $6,101-91.5% | $847-38.4% |