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 COMPANY3 years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $23,072 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $18,950 |
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 | $33,678 | $43,504-22.6% | $68,793-51.0% | $56,287-40.2% |
| Participation rate | 64.3% | 67.8%-3.6pp | 72.2%-7.9pp | 69.9%-5.6pp |
| Annual return | -5.79% | -3.15%-2.6pp | -4.63%-1.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,076 | $1,525-29.4% | $2,625-59.0% | $2,111-49.0% |
| Participant deferral / active EE | $2,923 | $2,509+16.5% | $3,311-11.7% | $3,350-12.7% |
| Admin fee / account holder | $292 | $515-43.3% | $5,131-94.3% | $521-44.0% |