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 9-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 BANK5 years Filed as: FIRST FINANCIAL BANK NA Service code 27 · EIN 31-0308605 | Advisory (Plan) | $34,141 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $30,928 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,341 | $88,083-33.8% | $164,813-64.6% | $74,495-21.7% |
| Participation rate | 84.9% | 73.0%+11.8pp | 78.6%+6.3pp | 67.2%+17.7pp |
| Annual return | 15.55% | 17.26%-1.7pp | 69.93%-54.4pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,168 | $2,593+22.2% | $4,341-27.0% | $2,623+20.8% |
| Participant deferral / active EE | $5,993 | $4,498+33.2% | $6,031-0.6% | $4,346+37.9% |
| Admin fee / account holder | $410 | $2,234-81.6% | $12,690-96.8% | $1,942-78.9% |