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 WESTERN TRUST BANK1 year Service code 15 · EIN 27-0083757 | Recordkeeping | $9,335 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,965 |
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 | $18,869 | $83,477-77.4% | $125,175-84.9% | $72,985-74.1% |
| Participation rate | 96.7% | 73.3%+23.4pp | 79.8%+16.9pp | 69.5%+27.2pp |
| Annual return | 24.02% | 25.78%-1.8pp | 43.79%-19.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,146 | $2,345-51.2% | $3,865-70.4% | $2,440-53.0% |
| Participant deferral / active EE | $3,220 | $3,585-10.2% | $4,937-34.8% | $3,607-10.7% |
| Admin fee / account holder | $88 | $5,517-98.4% | $9,702-99.1% | $5,124-98.3% |