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 BANK3 years Service code 27 · EIN 31-0308605 | Advisory (Plan) | $46,539 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,948 |
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).
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 | $92,686 | $86,332+7.4% | $125,175-26.0% | $65,185+42.2% |
| Participation rate | 98.1% | 75.3%+22.8pp | 79.8%+18.3pp | 70.2%+27.9pp |
| Annual return | 21.26% | 27.43%-6.2pp | 43.79%-22.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $2,198 | $2,040+7.8% | $3,865-43.1% | $2,177+1.0% |
| Participant deferral / active EE | $7,110 | $3,537+101.0% | $4,937+44.0% | $3,514+102.4% |
| Admin fee / account holder | $492 | $609-19.2% | $9,702-94.9% | $847-41.9% |