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 |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 99 · EIN 11-1000111 | Other Fees | $11,500 |
WELLS THOMAS, LLC2 years Filed as: WELLS THOMAS LLC Service code 49 · EIN 06-0853286 469 WEST MAIN STREET · BRANFORD, CT 06405 | Other Services | $7,893 |
Filed as: VOYA RETIREMENT INSURANCE & ANN. CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,177 | $64,119+65.6% | $112,228-5.4% | $66,914+58.7% |
| Participation rate | 90.2% | 68.5%+21.7pp | 75.1%+15.1pp | 69.8%+20.4pp |
| Annual return | -12.79% | -13.81%+1.0pp | 27.45%-40.2pp | 1.58%-14.4pp |
| Employer contribution / active EE | $9,611 | $3,005+219.8% | $3,635+164.4% | $2,544+277.8% |
| Participant deferral / active EE | $3,921 | $3,693+6.2% | $4,728-17.1% | $4,237-7.4% |
| Admin fee / account holder | $153 | $625-75.5% | $6,410-97.6% | $593-74.2% |