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 FINANCIAL BANK2 years Service code 27 · EIN 31-0308605 | Advisory (Plan) | $41,918 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $39,142 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,389 | $66,302+15.2% | $110,238-30.7% | $56,287+35.7% |
| Participation rate | 96.6% | 74.9%+21.7pp | 79.8%+16.8pp | 69.9%+26.7pp |
| Annual return | -3.26% | -1.18%-2.1pp | 314.74%-318.0pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,948 | $2,047-4.9% | $3,826-49.1% | $2,111-7.7% |
| Participant deferral / active EE | $6,359 | $3,381+88.1% | $4,672+36.1% | $3,350+89.8% |
| Admin fee / account holder | $499 | $698-28.6% | $8,547-94.2% | $521-4.3% |