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 BANK7+ years Service code 15 · EIN 31-1198067 DIVISION OF PARK NATIONAL BANK · LANCASTER, OH 43130 | Recordkeeping | $115,507 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,657 | $77,660+32.2% | $109,143-5.9% | $79,386+29.3% |
| Participation rate | 97.9% | 67.8%+30.1pp | 75.9%+22.0pp | 70.7%+27.2pp |
| Annual return | 15.44% | 23.44%-8.0pp | 25.75%-10.3pp | 116.85%-101.4pp |
| Employer contribution / active EE | $7,591 | $2,797+171.3% | $3,722+103.9% | $2,427+212.7% |
| Participant deferral / active EE | $2,948 | $3,518-16.2% | $4,653-36.7% | $4,046-27.1% |
| Admin fee / account holder | $366 | $732-50.1% | $6,752-94.6% | $626-41.6% |