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 BANK8+ years Service code 15 · EIN 31-1198067 DIVISION OF PARK NATIONAL BANK · LANCASTER, OH 43130 | Recordkeeping | $115,179 |
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 | $84,909 | $64,119+32.4% | $112,228-24.3% | $66,914+26.9% |
| Participation rate | 96.9% | 68.5%+28.5pp | 75.1%+21.9pp | 69.8%+27.1pp |
| Annual return | -14.84% | -13.81%-1.0pp | 27.45%-42.3pp | 1.58%-16.4pp |
| Employer contribution / active EE | $5,675 | $3,005+88.8% | $3,635+56.2% | $2,544+123.1% |
| Participant deferral / active EE | $3,143 | $3,693-14.9% | $4,728-33.5% | $4,237-25.8% |
| Admin fee / account holder | $358 | $625-42.8% | $6,410-94.4% | $593-39.7% |