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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,727 |
FIRST WESTERN TRUST BANK1 year Service code 13 · EIN 27-0083757 | Contract Administrator | $19,366 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,684 | $155,795-94.4% | $136,294-93.6% | $69,631-87.5% |
| Participation rate | 98.8% | 75.2%+23.5pp | 81.9%+16.8pp | 70.7%+28.1pp |
| Annual return | 55.93% | 232464.33%-232408.4pp | 5155.94%-5100.0pp | 27571.02%-27515.1pp |
| Employer contribution / active EE | $986 | $2,991-67.0% | $4,695-79.0% | $2,032-51.5% |
| Participant deferral / active EE | $3,039 | $5,394-43.7% | $6,247-51.4% | $3,224-5.7% |
| Admin fee / account holder | $100 | $128-21.9% | $9,243-98.9% | $110-9.3% |