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 BANK4 years Service code 15 · EIN 27-0083757 | Recordkeeping | $11,420 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,754 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,849 | $81,900-67.2% | $119,609-77.6% | $68,494-60.8% |
| Participation rate | 95.7% | 71.9%+23.8pp | 79.3%+16.5pp | 67.9%+27.8pp |
| Annual return | -17.87% | -23.82%+5.9pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,244 | $2,693-53.8% | $4,232-70.6% | $2,596-52.1% |
| Participant deferral / active EE | $3,717 | $4,148-10.4% | $5,602-33.7% | $4,027-7.7% |
| Admin fee / account holder | $117 | $6,582-98.2% | $10,323-98.9% | $5,403-97.8% |