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 LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 99 · EIN 41-0746749 | Other Fees | $14,233 |
MARCUM LLP1 year Service code 99 · EIN 11-1986323 | Other Fees | $13,000 |
Filed as: VOYA RETIREMENT INSURANCE & ANN. C Service code 99 · EIN 71-0294708 | Other Fees | $9,882 |
WELLS THOMAS, LLC4 years Filed as: WELLS THOMAS LLC Service code 49 · EIN 06-0853286 469 WEST MAIN STREET · BRANFORD, CT 06405 | Other Services | $7,930 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,083 | $80,724+74.8% | $103,333+36.5% | $74,495+89.4% |
| Participation rate | 99.1% | 65.7%+33.4pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 11.72% | 27.56%-15.8pp | 24.88%-13.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $13,505 | $3,157+327.7% | $3,868+249.2% | $2,623+414.9% |
| Participant deferral / active EE | $4,786 | $3,860+24.0% | $5,057-5.4% | $4,346+10.1% |
| Admin fee / account holder | $174 | $2,368-92.6% | $8,355-97.9% | $1,942-91.0% |