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 | $77,481 |
FIRST WESTERN TRUST BANK3+ years Service code 27 · EIN 27-0083757 | Advisory (Plan) | $41,250 |
EKS&H LLLP3+ years Service code 10 · EIN 46-1497033 | Accounting | $23,990 |
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 | $18,843 | $27,687-31.9% | $73,545-74.4% | $177,276-89.4% |
| Participation rate | 28.5% | 34.9%-6.3pp | 54.9%-26.4pp | 74.8%-46.3pp |
| Annual return | 21.27% | 16.77%+4.5pp | -15.16%+36.4pp | 21.25%0pp |
| Employer contribution / active EE | $213 | $291-26.6% | $1,219-82.5% | $2,479-91.4% |
| Participant deferral / active EE | $999 | $778+28.3% | $1,806-44.7% | $3,881-74.3% |
| Admin fee / account holder | $66 | $59+10.7% | $2,320-97.2% | $154-57.3% |