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 |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $16,813 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $8,354 |
MY BENEFITS, LLC3 years Service code 15 · EIN 45-2098380 | Recordkeeping | $1,841 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,492 | $40,174-1.7% | $84,015-53.0% | $67,579-41.6% |
| Participation rate | 35.7% | 62.7%-27.0pp | 69.0%-33.3pp | 71.3%-35.6pp |
| Annual return | 20.74% | 25.82%-5.1pp | 71.31%-50.6pp | 378.56%-357.8pp |
| Employer contribution / active EE | $418 | $808-48.2% | $1,983-78.9% | $2,148-80.5% |
| Participant deferral / active EE | $1,587 | $2,301-31.0% | $3,239-51.0% | $3,539-55.2% |
| Admin fee / account holder | $186 | $128+45.1% | $6,101-96.9% | $142+30.9% |