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 10-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 |
|---|---|---|
FIRST NATIONAL CORPORATION6 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,090 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,653 | $82,978+99.6% | $129,995+27.4% | $71,457+131.8% |
| Participation rate | 92.7% | 74.1%+18.7pp | 78.5%+14.2pp | 67.9%+24.8pp |
| Annual return | 13.92% | 20.60%-6.7pp | -137.18%+151.1pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,700 | $2,622-35.2% | $4,320-60.6% | $2,588-34.3% |
| Participant deferral / active EE | $5,358 | $4,432+20.9% | $5,820-7.9% | $4,289+24.9% |
| Admin fee / account holder | $141 | $1,729-91.8% | $10,614-98.7% | $1,587-91.1% |