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 |
|---|---|---|
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO & COMPANY P.C. Service code 10 · EIN 05-0376486 | Accounting | $53,600 |
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $37,265 |
J W THOMPSON INVESTMENTS5 years Service code 16 · EIN 80-0022018 | Consulting | $29,362 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 06-1009205 | Accounting | $10,395 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,997 | $56,485+25.7% | $185,823-61.8% | $86,799-18.2% |
| Participation rate | 54.8% | 65.5%-10.7pp | 81.7%-26.9pp | 72.3%-17.5pp |
| Annual return | 11.38% | 118.04%-106.7pp | 122.05%-110.7pp | 97.91%-86.5pp |
| Employer contribution / active EE | $1,058 | $1,843-42.6% | $5,167-79.5% | $2,405-56.0% |
| Participant deferral / active EE | $1,866 | $2,553-26.9% | $5,568-66.5% | $4,131-54.8% |
| Admin fee / account holder | $361 | $150+141.2% | $16,237-97.8% | $170+112.8% |