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 BANK9 years Service code 27 · EIN 31-0308605 | Advisory (Plan) | $67,894 |
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $46,821 |
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 | $120,340 | $96,484+24.7% | $156,263-23.0% | $74,304+62.0% |
| Participation rate | 94.4% | 67.7%+26.8pp | 78.9%+15.5pp | 60.3%+34.1pp |
| Annual return | 14.32% | 17.73%-3.4pp | 59.47%-45.1pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,971 | $2,528-22.1% | $4,333-54.5% | $2,241-12.1% |
| Participant deferral / active EE | $9,728 | $4,286+127.0% | $6,158+58.0% | $3,767+158.2% |
| Admin fee / account holder | $472 | $3,728-87.3% | $14,255-96.7% | $2,969-84.1% |