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 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $258,616 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 16 · EIN 93-0987232 | Consulting | $115,352 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $18,900 |
RSM US LLP9+ years Service code 10 · EIN 42-0714325 | Accounting | $7,875 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,193 | $48,698+97.5% | $93,606+2.8% | $199,593-51.8% |
| Participation rate | 55.6% | 63.5%-7.9pp | 68.7%-13.1pp | 72.0%-16.3pp |
| Annual return | 25.19% | 15.34%+9.9pp | 133.20%-108.0pp | 34.25%-9.1pp |
| Employer contribution / active EE | $1,378 | $1,135+21.4% | $2,420-43.0% | $3,034-54.6% |
| Participant deferral / active EE | $1,769 | $2,817-37.2% | $4,411-59.9% | $5,087-65.2% |
| Admin fee / account holder | $186 | $195-4.5% | $8,285-97.8% | $269-30.7% |