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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,092 |
Filed as: FIRST INTERSTATE BANK OF COMMERCE Service code 27 · EIN 81-6023169 | Advisory (Plan) | $34,985 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,847 | $55,347+6.3% | $120,368-51.1% | $199,768-70.5% |
| Participation rate | 16.3% | 52.9%-36.5pp | 71.9%-55.6pp | 72.0%-55.7pp |
| Annual return | 10.84% | 15.37%-4.5pp | 107.26%-96.4pp | 34.26%-23.4pp |
| Employer contribution / active EE | $179 | $1,296-86.2% | $3,465-94.8% | $3,037-94.1% |
| Participant deferral / active EE | $922 | $2,350-60.8% | $4,991-81.5% | $5,090-81.9% |
| Admin fee / account holder | $271 | $134+101.9% | $9,429-97.1% | $269+0.7% |