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 |
|---|---|---|
FIRST FINANCIAL BANK11+ years Filed as: FIRST FINANCIAL BANK, N.A. Service code 21 · EIN 31-0308605 300 N MERIDIAN STREET · INDIANAPOLIS, IN 46204 | Bank Trustee | $16,471 |
AMERICAN REALTY ADVISORS9 years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $2,773 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,908 | $87,870-40.9% | $113,168-54.1% | $74,304-30.1% |
| Participation rate | 58.2% | 70.7%-12.5pp | 76.6%-18.4pp | 60.3%-2.1pp |
| Annual return | 19.80% | 26.44%-6.6pp | 24.27%-4.5pp | 29.43%-9.6pp |
| Employer contribution / active EE | $2,054 | $2,277-9.8% | $2,975-31.0% | $2,241-8.3% |
| Participant deferral / active EE | $2,617 | $4,241-38.3% | $5,107-48.7% | $3,767-30.5% |
| Admin fee / account holder | $218 | $3,368-93.5% | $12,068-98.2% | $2,969-92.7% |