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 |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $3,000 |
Filed as: FIDELITY INVST INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $1,358 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $745 |
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 | $53,975 | $84,936-36.5% | $111,297-51.5% | $79,386-32.0% |
| Participation rate | 86.9% | 75.9%+11.1pp | 77.3%+9.6pp | 70.7%+16.2pp |
| Annual return | 12.14% | 17.45%-5.3pp | 54.65%-42.5pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,879 | $1,979-5.0% | $2,731-31.2% | $2,427-22.6% |
| Participant deferral / active EE | $2,595 | $3,888-33.3% | $4,487-42.2% | $4,046-35.9% |
| Admin fee / account holder | $50 | $537-90.6% | $7,964-99.4% | $626-91.9% |