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 BANK5 years Service code 15 · EIN 27-0083757 | Recordkeeping | $5,586 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,104 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,238 | $91,538-67.0% | $129,995-76.7% | $75,163-59.8% |
| Participation rate | 93.1% | 71.4%+21.6pp | 78.5%+14.6pp | 67.2%+25.9pp |
| Annual return | 17.51% | -631.11%+648.6pp | -137.18%+154.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,119 | $2,845-60.7% | $4,320-74.1% | $2,670-58.1% |
| Participant deferral / active EE | $3,828 | $4,341-11.8% | $5,820-34.2% | $4,125-7.2% |
| Admin fee / account holder | $69 | $6,790-99.0% | $10,614-99.4% | $5,651-98.8% |