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 |
|---|---|---|
FIRST WESTERN TRUST BANK10+ years Service code 27 · EIN 27-0083757 | Advisory (Plan) | $22,024 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,952 |
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.
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 | $37,256 | $59,417-37.3% | $93,606-60.2% | $74,495-50.0% |
| Participation rate | 60.8% | 59.7%+1.1pp | 68.7%-7.9pp | 67.2%-6.4pp |
| Annual return | 15.13% | 81.83%-66.7pp | 133.20%-118.1pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,573 | $3,050-15.7% | $4,411-41.7% | $4,346-40.8% |
| Admin fee / account holder | $203 | $3,021-93.3% | $8,285-97.6% | $1,942-89.6% |