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 |
|---|---|---|
FAIRFIELD NATIONAL BANK5+ years Service code 15 · EIN 31-1198067 DIVISION OF PARK NATIONAL BANK · LANCASTER, OH 43130 | Recordkeeping | $75,302 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,705 | $63,114+29.5% | $92,893-12.0% | $65,185+25.3% |
| Participation rate | 98.5% | 68.8%+29.8pp | 76.0%+22.5pp | 70.2%+28.3pp |
| Annual return | 20.31% | 28.75%-8.4pp | 109.41%-89.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $7,151 | $2,571+178.2% | $3,653+95.8% | $2,177+228.5% |
| Participant deferral / active EE | $2,149 | $3,108-30.9% | $4,236-49.3% | $3,514-38.9% |
| Admin fee / account holder | $279 | $624-55.2% | $5,794-95.2% | $847-67.1% |