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 9-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 BANK4 years Filed as: FIRST WESTERN TRUST Service code 27 · EIN 27-0083757 | Advisory (Plan) | $44,265 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,247 |
BROTEMARKLE, DAVIS & CO LLP2 years Filed as: BROTEMARKLE DAVIS & CO Service code 10 · EIN 68-0219846 | Accounting | $32,395 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,185 | $65,561+211.4% | $91,541+123.1% | $74,304+174.8% |
| Participation rate | 89.1% | 56.6%+32.5pp | 69.8%+19.3pp | 60.3%+28.7pp |
| Annual return | 15.28% | 17.68%-2.4pp | 20.50%-5.2pp | 29.43%-14.2pp |
| Employer contribution / active EE | $3,166 | $1,717+84.4% | $2,505+26.4% | $2,241+41.3% |
| Participant deferral / active EE | $7,401 | $2,918+153.6% | $4,008+84.7% | $3,767+96.4% |
| Admin fee / account holder | $471 | $3,333-85.9% | $6,956-93.2% | $2,969-84.1% |