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 BANK6 years Service code 15 · EIN 27-0083757 | Recordkeeping | $18,447 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,480 |
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 | $38,434 | $101,724-62.2% | $164,813-76.7% | $80,856-52.5% |
| Participation rate | 98.3% | 71.8%+26.5pp | 78.6%+19.7pp | 67.6%+30.7pp |
| Annual return | 15.36% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,278 | $2,953-56.7% | $4,341-70.6% | $2,755-53.6% |
| Participant deferral / active EE | $4,955 | $4,477+10.7% | $6,031-17.9% | $4,296+15.3% |
| Admin fee / account holder | $205 | $8,227-97.5% | $12,690-98.4% | $6,918-97.0% |