See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $31,587 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $24,369 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $15,555 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,129 | $119,446-22.9% | $150,045-38.6% | $85,563+7.7% |
| Participation rate | 97.7% | 75.4%+22.3pp | 82.3%+15.4pp | 66.0%+31.7pp |
| Annual return | 15.06% | 23.72%-8.7pp | 62.55%-47.5pp | 31.51%-16.5pp |
| Employer contribution / active EE | $3,717 | $4,078-8.8% | $4,693-20.8% | $2,654+40.1% |
| Participant deferral / active EE | $6,173 | $7,985-22.7% | $7,997-22.8% | $4,375+41.1% |
| Admin fee / account holder | $209 | $548-61.8% | $13,435-98.4% | $834-74.9% |