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 | $243,196 |
WEALTHPLAN ADVISORS LLC7 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $71,405 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,090 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $12,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,710 | $45,000-29.5% | $143,757-77.9% | $77,904-59.3% |
| Participation rate | 87.8% | 66.8%+21.0pp | 80.3%+7.5pp | 73.7%+14.1pp |
| Annual return | -11.20% | 29.03%-40.2pp | -0.04%-11.2pp | 12.21%-23.4pp |
| Employer contribution / active EE | $1,032 | $1,870-44.8% | $4,951-79.1% | $2,848-63.7% |
| Participant deferral / active EE | $3,655 | $3,157+15.8% | $5,637-35.2% | $4,806-24.0% |
| Admin fee / account holder | $134 | $98+36.4% | $14,673-99.1% | $133+1.3% |