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 COMPANY4+ years Service code 99 4140 E STATE ST · HERMITAGE, PA 16148 | Other Fees | $47,123 |
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 | $72,988 | $59,186+23.3% | $76,768-4.9% | $56,287+29.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -5.45% | 6.62%-12.1pp | 2.43%-7.9pp | -9.96%+4.5pp |
| Employer contribution / active EE | $4,545 | $1,759+158.5% | $2,485+82.9% | $2,111+115.3% |
| Participant deferral / active EE | $2,400 | $3,255-26.3% | $3,852-37.7% | $3,350-28.3% |
| Admin fee / account holder | $159 | $489-67.5% | $6,675-97.6% | $521-69.5% |