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 COMPANY10+ years Service code 25 4140 E STATE ST · HERMITAGE, PA 16148 | Directed Trustee | $31,065 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,510 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,051 |
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 | $66,005 | $59,402+11.1% | $93,654-29.5% | $74,546-11.5% |
| Participation rate | 75.3% | 59.7%+15.6pp | 68.7%+6.6pp | 67.2%+8.1pp |
| Annual return | 13.84% | 81.86%-68.0pp | 133.34%-119.5pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $645 | $1,265-49.0% | $2,421-73.4% | $2,624-75.4% |
| Participant deferral / active EE | $3,485 | $3,049+14.3% | $4,413-21.0% | $4,347-19.8% |
| Admin fee / account holder | $286 | $3,023-90.5% | $8,282-96.5% | $1,944-85.3% |