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 BANK7 years Service code 27 · EIN 31-0308605 | Advisory (Plan) | $54,146 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $40,606 |
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 | $98,172 | $82,978+18.3% | $129,995-24.5% | $71,457+37.4% |
| Participation rate | 93.3% | 74.1%+19.2pp | 78.5%+14.8pp | 67.9%+25.3pp |
| Annual return | 14.81% | 20.60%-5.8pp | -137.18%+152.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,422 | $2,622-7.6% | $4,320-43.9% | $2,588-6.4% |
| Participant deferral / active EE | $8,758 | $4,432+97.6% | $5,820+50.5% | $4,289+104.2% |
| Admin fee / account holder | $406 | $1,729-76.5% | $10,614-96.2% | $1,587-74.4% |