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 | $77,916 |
FIRST WESTERN TRUST BANK2+ years Service code 27 · EIN 27-0083757 | Advisory (Plan) | $67,500 |
EKS&H LLLP2+ years Service code 10 · EIN 46-1497033 | Accounting | $16,018 |
SAGE HOSPITALITY RESOURCES2+ years Service code 14 1575 WELTON ST · DENVER, CO 80202 | Plan Administrator | $5,902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,483 | $22,291-26.1% | $69,182-76.2% | $63,975-74.2% |
| Participation rate | 33.7% | 35.3%-1.6pp | 55.1%-21.4pp | 71.1%-37.4pp |
| Annual return | 10.38% | 9.30%+1.1pp | -21.93%+32.3pp | 48.65%-38.3pp |
| Employer contribution / active EE | $264 | $325-18.8% | $1,206-78.1% | $2,182-87.9% |
| Participant deferral / active EE | $1,189 | $808+47.2% | $1,897-37.3% | $3,356-64.6% |
| Admin fee / account holder | $87 | $73+19.0% | $2,697-96.8% | $70+23.4% |