See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $302,302 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $79,844 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $14,963 |
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 | $34,546 | $53,136-35.0% | $155,509-77.8% | $199,593-82.7% |
| Participation rate | 91.8% | 64.1%+27.7pp | 78.2%+13.6pp | 72.0%+19.8pp |
| Annual return | 13.92% | 41.15%-27.2pp | 64.67%-50.7pp | 34.25%-20.3pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,846 | $3,161+21.7% | $5,626-31.6% | $5,087-24.4% |
| Admin fee / account holder | $146 | $185-21.3% | $15,912-99.1% | $269-45.7% |