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 |
|---|---|---|
SELWAY ASSET MANAGEMENT INC2 years Service code 28 · EIN 82-0277386 877 W MAIN STREET, SUITE 602 · BOISE, ID 83702 | Investment Management | $13,023 |
PINNACLE PENSION SERVICES2 years Service code 15 · EIN 82-0433443 3101 W MAIN STREET, SUITE 100 · BOISE, ID 83702 | Recordkeeping | $3,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,954 | $54,573+4.4% | $90,951-37.4% | $73,488-22.5% |
| Participation rate | 28.8% | 61.2%-32.4pp | 69.0%-40.2pp | 70.7%-41.9pp |
| Annual return | 11.95% | 16.69%-4.7pp | 134.60%-122.6pp | 28.51%-16.6pp |
| Employer contribution / active EE | $629 | $991-36.5% | $2,122-70.3% | $2,270-72.3% |
| Participant deferral / active EE | $789 | $2,517-68.7% | $3,373-76.6% | $3,740-78.9% |
| Admin fee / account holder | $456 | $521-12.6% | $5,959-92.4% | $513-11.2% |