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 |
|---|---|---|
Filed as: PARK NATIONAL BANK Service code 15 · EIN 31-1198067 PO BOX 3500 · NEWARK, OH 430583500 | Recordkeeping | $48,214 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,784 | $60,989-24.9% | $60,874-24.8% | $66,914-31.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -17.06% | -9.60%-7.5pp | 16.90%-34.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,316 | $2,661+24.6% | $2,701+22.7% | $2,544+30.3% |
| Participant deferral / active EE | $2,941 | $3,615-18.6% | $3,817-22.9% | $4,237-30.6% |
| Admin fee / account holder | $421 | $338+24.4% | $3,224-86.9% | $593-29.0% |