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; Claims p... | $37,683 |
J W THOMPSON INVESTMENTS8 years Service code 16 · EIN 80-0022018 | Consulting | $29,609 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 06-1009205 | Accounting | $19,110 |
NATIONAL FINANCIAL SERVICES8 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 | $77,255 | $50,815+52.0% | $155,509-50.3% | $77,643-0.5% |
| Participation rate | 48.3% | 63.1%-14.8pp | 78.2%-29.9pp | 70.6%-22.3pp |
| Annual return | 12.94% | 34.80%-21.9pp | 64.67%-51.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,151 | $1,993-42.3% | $4,672-75.4% | $2,726-57.8% |
| Participant deferral / active EE | $1,843 | $2,822-34.7% | $5,626-67.2% | $4,647-60.3% |
| Admin fee / account holder | $243 | $437-44.4% | $15,912-98.5% | $430-43.6% |