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 BANK5 years Service code 27 · EIN 31-0308605 | Advisory (Plan) | $64,160 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $52,955 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,495 | $93,182+20.7% | $146,665-23.3% | $79,386+41.7% |
| Participation rate | 95.3% | 76.4%+18.9pp | 80.1%+15.2pp | 70.7%+24.6pp |
| Annual return | 11.66% | 21.61%-10.0pp | 22.74%-11.1pp | 116.85%-105.2pp |
| Employer contribution / active EE | $2,190 | $2,420-9.5% | $4,136-47.1% | $2,427-9.8% |
| Participant deferral / active EE | $7,632 | $4,169+83.1% | $5,506+38.6% | $4,046+88.6% |
| Admin fee / account holder | $615 | $585+5.1% | $10,280-94.0% | $626-1.9% |