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 |
|---|---|---|
RICHLAND BANK4+ years Service code 15 · EIN 34-0489390 3 NORTH MAIN STREET · MANSFIELD, OH 44902 | Recordkeeping | $29,904 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,071 | $65,376-6.6% | $87,100-29.9% | $65,185-6.3% |
| Participation rate | 98.7% | 75.3%+23.4pp | 76.9%+21.9pp | 70.2%+28.5pp |
| Annual return | 3.24% | 31.27%-28.0pp | 28.19%-25.0pp | 29.38%-26.1pp |
| Employer contribution / active EE | $1,804 | $1,822-1.0% | $2,521-28.5% | $2,177-17.1% |
| Participant deferral / active EE | $2,010 | $3,388-40.7% | $4,049-50.3% | $3,514-42.8% |
| Admin fee / account holder | $181 | $520-65.1% | $7,497-97.6% | $847-78.6% |