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 37 · EIN 04-2647786 | Loan Processing | $29,548 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,383 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $14,700 |
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 | $66,988 | $56,423+18.7% | $77,163-13.2% | $71,457-6.3% |
| Participation rate | 80.8% | 64.3%+16.5pp | 69.6%+11.2pp | 67.9%+12.8pp |
| Annual return | 15.29% | 19.05%-3.8pp | 37.87%-22.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,125 | $1,866-39.7% | $2,535-55.6% | $2,588-56.5% |
| Participant deferral / active EE | $4,979 | $3,142+58.5% | $3,833+29.9% | $4,289+16.1% |
| Admin fee / account holder | $402 | $1,429-71.8% | $5,472-92.6% | $1,587-74.6% |