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 COMPANY7+ years Service code 99 4140 E STATE ST · HERMITAGE, PA 16148 | Other Fees | $49,307 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,728 |
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 | $110,716 | $84,936+30.4% | $111,297-0.5% | $79,386+39.5% |
| Participation rate | 95.6% | 75.9%+19.8pp | 77.3%+18.3pp | 70.7%+24.9pp |
| Annual return | 12.14% | 17.45%-5.3pp | 54.65%-42.5pp | 116.85%-104.7pp |
| Employer contribution / active EE | $4,612 | $1,979+133.0% | $2,731+68.9% | $2,427+90.0% |
| Participant deferral / active EE | $2,468 | $3,888-36.5% | $4,487-45.0% | $4,046-39.0% |
| Admin fee / account holder | $240 | $537-55.3% | $7,964-97.0% | $626-61.7% |