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 COMPANY5+ years Service code 99 4140 E STATE ST · HERMITAGE, PA 16148 | Other Fees | $46,454 |
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 | $75,557 | $73,404+2.9% | $87,100-13.3% | $67,579+11.8% |
| Participation rate | 91.8% | 80.9%+11.0pp | 76.9%+15.0pp | 71.3%+20.5pp |
| Annual return | 23.30% | 48.29%-25.0pp | 28.19%-4.9pp | 378.56%-355.3pp |
| Employer contribution / active EE | $4,833 | $2,014+140.0% | $2,521+91.7% | $2,148+125.0% |
| Participant deferral / active EE | $2,172 | $3,913-44.5% | $4,049-46.4% | $3,539-38.6% |
| Admin fee / account holder | $141 | $142-0.7% | $7,497-98.1% | $142-1.2% |