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 | $14,484 |
PRONVEST4 years Service code 28 · EIN 62-1823351 | Investment Management | $8,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,963 | $65,061-40.1% | $143,757-72.9% | $66,914-41.8% |
| Participation rate | 40.6% | 65.2%-24.6pp | 80.3%-39.7pp | 69.8%-29.2pp |
| Annual return | -14.86% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $682 | $2,361-71.1% | $4,951-86.2% | $2,544-73.2% |
| Participant deferral / active EE | $1,176 | $2,919-59.7% | $5,637-79.1% | $4,237-72.2% |
| Admin fee / account holder | $298 | $502-40.7% | $14,673-98.0% | $593-49.8% |