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 10-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 15 · EIN 13-3689044 | Recordkeeping | $33,275 |
FIRST NATIONAL CORPORATION2 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $23,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,513 | $50,815-12.4% | $155,509-71.4% | $77,643-42.7% |
| Participation rate | 62.5% | 63.1%-0.6pp | 78.2%-15.7pp | 70.6%-8.1pp |
| Annual return | 10.73% | 34.80%-24.1pp | 64.67%-53.9pp | 31.24%-20.5pp |
| Employer contribution / active EE | $3,021 | $1,993+51.6% | $4,672-35.3% | $2,726+10.8% |
| Participant deferral / active EE | $1,683 | $2,822-40.4% | $5,626-70.1% | $4,647-63.8% |
| Admin fee / account holder | $240 | $437-45.0% | $15,912-98.5% | $430-44.2% |