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 |
|---|---|---|
Filed as: FIRST NATIONAL BANK OF FORT SMITH Service code 15 · EIN 71-0058845 | Recordkeeping | $18,198 |
PRONVEST1 year Service code 28 · EIN 62-1823351 | Investment Management | $5,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,567 | $52,953-21.5% | $172,739-75.9% | $65,185-36.2% |
| Participation rate | 62.6% | 66.2%-3.6pp | 82.6%-20.1pp | 70.2%-7.6pp |
| Annual return | 28.25% | 30.12%-1.9pp | 802.84%-774.6pp | 29.38%-1.1pp |
| Employer contribution / active EE | $920 | $2,190-58.0% | $5,143-82.1% | $2,177-57.7% |
| Participant deferral / active EE | $1,193 | $2,471-51.7% | $5,198-77.1% | $3,514-66.1% |
| Admin fee / account holder | $182 | $472-61.5% | $13,954-98.7% | $847-78.5% |