See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIRST WESTERN TRUST BANK7 years Service code 15 · EIN 27-0083757 | Recordkeeping | $9,585 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,120 |
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 | $46,406 | $109,413-57.6% | $156,263-70.3% | $84,808-45.3% |
| Participation rate | 93.8% | 72.7%+21.2pp | 78.9%+14.9pp | 68.3%+25.5pp |
| Annual return | 15.08% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,169 | $2,907-59.8% | $4,333-73.0% | $2,631-55.6% |
| Participant deferral / active EE | $3,888 | $4,590-15.3% | $6,158-36.9% | $4,212-7.7% |
| Admin fee / account holder | $118 | $9,357-98.7% | $14,255-99.2% | $7,344-98.4% |