See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIRST FINANCIAL BANK3 years Service code 27 · EIN 31-0308605 | Advisory (Plan) | $26,293 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $21,906 |
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 | $107,096 | $84,556+26.7% | $116,228-7.9% | $74,304+44.1% |
| Participation rate | 74.8% | 66.0%+8.8pp | 74.6%+0.2pp | 60.3%+14.4pp |
| Annual return | 13.07% | 18.35%-5.3pp | 90.06%-77.0pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,406 | $2,168-35.1% | $2,994-53.0% | $2,241-37.2% |
| Participant deferral / active EE | $6,557 | $3,814+71.9% | $4,953+32.4% | $3,767+74.1% |
| Admin fee / account holder | $423 | $3,792-88.8% | $11,989-96.5% | $2,969-85.8% |