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 COMPANY2+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $48,720 |
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $40,533 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,705 | $75,183+18.0% | $123,892-28.4% | $55,167+60.8% |
| Participation rate | 97.2% | 72.8%+24.3pp | 81.4%+15.8pp | 69.0%+28.2pp |
| Annual return | 10.70% | 19.01%-8.3pp | 47.52%-36.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $4,459 | $2,823+57.9% | $4,617-3.4% | $1,963+127.2% |
| Participant deferral / active EE | $5,411 | $5,084+6.4% | $5,984-9.6% | $3,054+77.2% |
| Admin fee / account holder | $308 | $663-53.6% | $8,357-96.3% | $504-38.9% |