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 |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $36,460 |
FIRST FINANCIAL BANK2+ years Filed as: FIRST FINANCIAL BANK, N.A. Service code 27 · EIN 31-0308605 | Advisory (Plan) | $23,367 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $54,959 | $56,629-2.9% | $77,999-29.5% | $55,167-0.4% |
| Participation rate | 90.8% | 73.3%+17.5pp | 75.5%+15.3pp | 69.0%+21.8pp |
| Annual return | 6.82% | 2866.98%-2860.2pp | 425.96%-419.1pp | 169.23%-162.4pp |
| Employer contribution / active EE | $297 | $1,723-82.8% | $2,470-88.0% | $1,963-84.9% |
| Participant deferral / active EE | $4,331 | $2,777+56.0% | $3,497+23.9% | $3,054+41.8% |
| Admin fee / account holder | $435 | $467-6.7% | $5,480-92.1% | $504-13.6% |