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) | $55,238 |
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 | $120,177 | $54,573+120.2% | $90,951+32.1% | $73,488+63.5% |
| Participation rate | 59.4% | 61.2%-1.7pp | 69.0%-9.6pp | 70.7%-11.2pp |
| Annual return | 13.22% | 16.69%-3.5pp | 134.60%-121.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $753 | $991-24.1% | $2,122-64.5% | $2,270-66.8% |
| Participant deferral / active EE | $5,356 | $2,517+112.8% | $3,373+58.8% | $3,740+43.2% |
| Admin fee / account holder | $564 | $521+8.1% | $5,959-90.5% | $513+9.9% |