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 BANK6 years Service code 27 · EIN 31-0308605 | Advisory (Plan) | $65,952 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $59,795 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,948 | $86,655+10.7% | $119,609-19.8% | $66,914+43.4% |
| Participation rate | 91.3% | 75.6%+15.7pp | 79.3%+12.0pp | 69.8%+21.5pp |
| Annual return | -15.28% | -8.00%-7.3pp | -14.97%-0.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,270 | $2,536-10.5% | $4,232-46.4% | $2,544-10.8% |
| Participant deferral / active EE | $8,196 | $4,358+88.1% | $5,602+46.3% | $4,237+93.4% |
| Admin fee / account holder | $597 | $755-20.9% | $10,323-94.2% | $593+0.6% |