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 | $29,614 |
PRONVEST3 years Service code 28 · EIN 62-1823351 | Investment Management | $10,931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,267 | $61,156-17.8% | $185,823-72.9% | $79,386-36.7% |
| Participation rate | 50.0% | 66.6%-16.6pp | 81.7%-31.7pp | 70.7%-20.7pp |
| Annual return | 12.92% | 19.45%-6.5pp | 122.05%-109.1pp | 116.85%-103.9pp |
| Employer contribution / active EE | $797 | $2,321-65.7% | $5,167-84.6% | $2,427-67.2% |
| Participant deferral / active EE | $1,325 | $2,789-52.5% | $5,568-76.2% | $4,046-67.2% |
| Admin fee / account holder | $252 | $710-64.5% | $16,237-98.4% | $626-59.7% |