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 COMPANY4 years Service code 27 4140 E STATE ST · HERMITAGE, PA 16148 | Advisory (Plan) | $38,932 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,795 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,593 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,263 | $76,050+59.5% | $96,544+25.6% | $71,457+69.7% |
| Participation rate | 97.6% | 74.4%+23.2pp | 76.0%+21.6pp | 67.9%+29.7pp |
| Annual return | 19.04% | 22.81%-3.8pp | 25.84%-6.8pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,390 | $2,244+6.5% | $2,965-19.4% | $2,588-7.6% |
| Participant deferral / active EE | $6,368 | $4,215+51.1% | $4,851+31.3% | $4,289+48.5% |
| Admin fee / account holder | $368 | $2,707-86.4% | $8,252-95.5% | $1,587-76.8% |