See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,415 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $14,180 |
Service code 15 · EIN 46-2023154 | Recordkeeping | $2,700 |
MY BENEFITS, LLC6 years Service code 15 · EIN 45-2098380 | Recordkeeping | $1,500 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,841 | $42,353+1.2% | $79,550-46.1% | $64,808-33.9% |
| Participation rate | 27.6% | 64.8%-37.2pp | 69.5%-41.9pp | 71.5%-43.9pp |
| Annual return | -15.97% | -12.24%-3.7pp | 0.16%-16.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $605 | $1,181-48.8% | $2,413-74.9% | $2,506-75.9% |
| Participant deferral / active EE | $1,970 | $3,170-37.8% | $3,985-50.6% | $4,310-54.3% |
| Admin fee / account holder | $98 | $160-38.4% | $6,832-98.6% | $188-47.7% |