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 | Participant loan processing; Recordke... | $40,391 |
J W THOMPSON INVESTMENTS7 years Service code 16 · EIN 80-0022018 | Consulting | $29,623 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 06-1009205 | Accounting | $18,480 |
NATIONAL FINANCIAL SERVICES7 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,015 | $47,126+38.0% | $149,673-56.6% | $74,419-12.6% |
| Participation rate | 53.2% | 63.4%-10.2pp | 78.8%-25.5pp | 70.7%-17.5pp |
| Annual return | 15.70% | 22.75%-7.1pp | 134.42%-118.7pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,212 | $1,905-36.4% | $4,818-74.8% | $2,637-54.0% |
| Participant deferral / active EE | $1,948 | $2,728-28.6% | $5,680-65.7% | $4,528-57.0% |
| Admin fee / account holder | $238 | $343-30.6% | $13,210-98.2% | $348-31.6% |