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 COMPANY11+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $90,428 |
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $84,168 |
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 | $165,171 | $119,446+38.3% | $150,045+10.1% | $85,563+93.0% |
| Participation rate | 87.7% | 75.4%+12.2pp | 82.3%+5.4pp | 66.0%+21.7pp |
| Annual return | 16.12% | 23.72%-7.6pp | 62.55%-46.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $5,305 | $4,078+30.1% | $4,693+13.0% | $2,654+99.9% |
| Participant deferral / active EE | $8,197 | $7,985+2.7% | $7,997+2.5% | $4,375+87.3% |
| Admin fee / account holder | $429 | $548-21.6% | $13,435-96.8% | $834-48.5% |