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 COMPANY6+ years Service code 99 4140 E STATE ST · HERMITAGE, PA 16148 | Other Fees | $39,389 |
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 | $109,066 | $73,638+48.1% | $95,952+13.7% | $73,488+48.4% |
| Participation rate | 79.6% | 76.2%+3.5pp | 77.1%+2.5pp | 70.7%+8.9pp |
| Annual return | 16.73% | 16.78%0pp | 91.61%-74.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $7,282 | $1,863+290.8% | $2,541+186.6% | $2,270+220.8% |
| Participant deferral / active EE | $2,508 | $3,617-30.7% | $4,167-39.8% | $3,740-32.9% |
| Admin fee / account holder | $155 | $482-67.8% | $6,795-97.7% | $513-69.8% |