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 BANK4 years Service code 27 · EIN 31-0308605 | Advisory (Plan) | $53,042 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $48,269 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,288 | $81,474+23.1% | $133,956-25.1% | $73,488+36.5% |
| Participation rate | 96.7% | 76.4%+20.4pp | 79.8%+16.9pp | 70.7%+26.1pp |
| Annual return | 11.77% | 19.40%-7.6pp | 45.09%-33.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,687 | $2,209-23.6% | $3,919-56.9% | $2,270-25.7% |
| Participant deferral / active EE | $7,618 | $3,786+101.2% | $5,048+50.9% | $3,740+103.7% |
| Admin fee / account holder | $553 | $713-22.4% | $8,927-93.8% | $513+7.8% |