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 COMPANY5 years Service code 12 · EIN 20-0433578 | Direct payment from the plan; Investm... | $53,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,172 | $59,417-27.3% | $93,606-53.9% | $74,495-42.0% |
| Participation rate | 67.8% | 59.7%+8.2pp | 68.7%-0.9pp | 67.2%+0.6pp |
| Annual return | 11.99% | 81.83%-69.8pp | 133.20%-121.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $391 | $1,264-69.1% | $2,420-83.8% | $2,623-85.1% |
| Participant deferral / active EE | $3,909 | $3,050+28.2% | $4,411-11.4% | $4,346-10.0% |
| Admin fee / account holder | $312 | $3,021-89.7% | $8,285-96.2% | $1,942-83.9% |