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 BANK8 years Service code 27 · EIN 31-0308605 | Advisory (Plan) | $64,645 |
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $47,597 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,853 | $88,083+23.6% | $164,813-34.0% | $74,495+46.1% |
| Participation rate | 93.6% | 73.0%+20.5pp | 78.6%+15.0pp | 67.2%+26.4pp |
| Annual return | 11.52% | 17.26%-5.7pp | 69.93%-58.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,219 | $2,593-14.4% | $4,341-48.9% | $2,623-15.4% |
| Participant deferral / active EE | $9,699 | $4,498+115.6% | $6,031+60.8% | $4,346+123.2% |
| Admin fee / account holder | $482 | $2,234-78.4% | $12,690-96.2% | $1,942-75.2% |