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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $39,233 |
J W THOMPSON INVESTMENTS6 years Service code 16 · EIN 80-0022018 | Consulting | $27,078 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 06-1009205 | Accounting | $17,220 |
NATIONAL FINANCIAL SERVICES6 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.
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 | $54,609 | $46,292+18.0% | $143,757-62.0% | $64,808-15.7% |
| Participation rate | 55.8% | 64.2%-8.4pp | 80.3%-24.5pp | 71.5%-15.7pp |
| Annual return | -18.02% | -10.05%-8.0pp | -0.04%-18.0pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,338 | $1,910-29.9% | $4,951-73.0% | $2,506-46.6% |
| Participant deferral / active EE | $1,981 | $2,646-25.1% | $5,637-64.8% | $4,310-54.0% |
| Admin fee / account holder | $212 | $154+37.9% | $14,673-98.6% | $188+12.9% |