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 |
|---|---|---|
FIRST NATIONAL TRUST COMPANY8 years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $35,545 |
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $30,329 |
SIMON LEVER LLC8 years Service code 10 · EIN 23-1692578 | Accounting | $17,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,998 | $84,556+20.6% | $116,228-12.2% | $74,304+37.3% |
| Participation rate | 79.7% | 66.0%+13.7pp | 74.6%+5.1pp | 60.3%+19.3pp |
| Annual return | 15.04% | 18.35%-3.3pp | 90.06%-75.0pp | 29.43%-14.4pp |
| Employer contribution / active EE | $919 | $2,168-57.6% | $2,994-69.3% | $2,241-59.0% |
| Participant deferral / active EE | $3,640 | $3,814-4.6% | $4,953-26.5% | $3,767-3.4% |
| Admin fee / account holder | $636 | $3,792-83.2% | $11,989-94.7% | $2,969-78.6% |