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 INC4 years Service code 28 · EIN 82-0277386 877 W MAIN STREET, SUITE 602 · BOISE, ID 83702 | Investment Management | $19,415 |
PINNACLE PENSION SERVICES4 years Service code 15 · EIN 82-0433443 3101 W MAIN STREET, SUITE 100 · BOISE, ID 83702 | Recordkeeping | $5,699 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,555 | $42,353-1.9% | $79,550-47.8% | $64,808-35.9% |
| Participation rate | 17.3% | 64.8%-47.5pp | 69.5%-52.2pp | 71.5%-54.2pp |
| Annual return | -7.85% | -12.24%+4.4pp | 0.16%-8.0pp | 32.82%-40.7pp |
| Employer contribution / active EE | $364 | $1,181-69.1% | $2,413-84.9% | $2,506-85.5% |
| Participant deferral / active EE | $461 | $3,170-85.5% | $3,985-88.4% | $4,310-89.3% |
| Admin fee / account holder | $386 | $160+142.1% | $6,832-94.3% | $188+105.8% |