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 COMPANY8+ years Service code 99 4140 E. STATE STREET · HERMITAGE, PA 16148 | Other Fees | $45,337 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,304 |
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 | $83,336 | $65,435+27.4% | $86,677-3.9% | $66,914+24.5% |
| Participation rate | 97.0% | 75.5%+21.6pp | 76.6%+20.4pp | 69.8%+27.2pp |
| Annual return | -17.57% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,987 | $2,153+85.2% | $2,836+40.6% | $2,544+56.7% |
| Participant deferral / active EE | $2,634 | $4,100-35.8% | $4,656-43.4% | $4,237-37.8% |
| Admin fee / account holder | $241 | $642-62.5% | $7,493-96.8% | $593-59.4% |