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 NATIONAL TRUST COMPANY2 years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $0 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,381 | $50,385-29.8% | $75,670-53.2% | $62,292-43.2% |
| Participation rate | 58.4% | 67.7%-9.3pp | 72.3%-13.9pp | 69.5%-11.1pp |
| Annual return | 23.87% | 19.90%+4.0pp | 27.34%-3.5pp | 28.90%-5.0pp |
| Employer contribution / active EE | $705 | $1,537-54.2% | $2,352-70.0% | $2,042-65.5% |
| Participant deferral / active EE | $2,710 | $2,445+10.8% | $3,142-13.8% | $3,169-14.5% |
| Admin fee / account holder | $274 | $384-28.6% | $5,800-95.3% | $479-42.8% |