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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,479 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $4,900 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,018 | $62,127-59.7% | $81,382-69.3% | $74,495-66.4% |
| Participation rate | 73.9% | 64.0%+9.9pp | 69.5%+4.5pp | 67.2%+6.7pp |
| Annual return | 9.32% | 16.48%-7.2pp | 24.73%-15.4pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $2,062 | $1,882+9.5% | $2,463-16.3% | $2,623-21.4% |
| Participant deferral / active EE | $2,048 | $3,229-36.6% | $3,883-47.3% | $4,346-52.9% |
| Admin fee / account holder | $159 | $1,934-91.8% | $5,768-97.3% | $1,942-91.8% |