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 BANK IN SIOUX FALLS10+ years Filed as: FIRST NATIONAL BANK OF FORT SMITH Service code 15 · EIN 71-0058845 | Recordkeeping | $22,287 |
PRONVEST6 years Service code 28 · EIN 62-1823351 | Investment Management | $11,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,768 | $55,415-31.8% | $155,509-75.7% | $74,495-49.3% |
| Participation rate | 43.9% | 61.9%-18.0pp | 78.2%-34.3pp | 67.2%-23.3pp |
| Annual return | 10.91% | 268.50%-257.6pp | 64.67%-53.8pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $711 | $2,267-68.6% | $4,672-84.8% | $2,623-72.9% |
| Participant deferral / active EE | $1,266 | $2,836-55.3% | $5,626-77.5% | $4,346-70.9% |
| Admin fee / account holder | $235 | $1,738-86.5% | $15,912-98.5% | $1,942-87.9% |