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 | Finders' fees / placement fees; Sales... | $91,726 |
Filed as: DIEMEO SCHNEIDER & ASSOCIATES LLC Service code 16 · EIN 20-4751585 | Consulting | $15,000 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 24-1711454 | Accounting | $10,710 |
FIDUCIARY INVESTMENT ADVISORS7+ years Service code 28 · EIN 20-4751585 | Investment Management | $5,000 |
BLUM SHAPIRO3 years Filed as: BLUM, SHAPIRO & CO. PC Service code 16 · EIN 06-1009205 | Consulting | $1,200 |
NATIONAL FINANCIAL SERVICES7+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,373 | $185,342-28.0% | $111,297+19.8% | $86,799+53.7% |
| Participation rate | 52.7% | 81.0%-28.3pp | 77.3%-24.6pp | 72.3%-19.6pp |
| Annual return | 13.55% | 500.80%-487.3pp | 54.65%-41.1pp | 97.91%-84.4pp |
| Employer contribution / active EE | $1,564 | $2,246-30.4% | $2,731-42.7% | $2,405-35.0% |
| Participant deferral / active EE | $4,476 | $4,458+0.4% | $4,487-0.2% | $4,131+8.4% |
| Admin fee / account holder | $507 | $255+98.4% | $7,964-93.6% | $170+198.8% |