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 COMPANY3+ years Service code 99 4140 E STATE ST · HERMITAGE, PA 16148 | Other Fees | $44,672 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,522 | $64,909+22.5% | $82,313-3.4% | $62,292+27.7% |
| Participation rate | 95.3% | 74.9%+20.5pp | 76.9%+18.4pp | 69.5%+25.8pp |
| Annual return | 16.97% | 21.18%-4.2pp | 25.88%-8.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $5,140 | $1,676+206.7% | $2,428+111.7% | $2,042+151.7% |
| Participant deferral / active EE | $2,119 | $3,103-31.7% | $3,706-42.8% | $3,169-33.1% |
| Admin fee / account holder | $152 | $440-65.4% | $5,608-97.3% | $479-68.3% |