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 37 · EIN 04-2647786 | Loan Processing | $143,955 |
RVK, INC.2 years Filed as: RVK Service code 16 · EIN 93-0910652 | Consulting | $64,021 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $13,650 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,529 | $88,890+5.2% | $102,423-8.7% | $77,643+20.5% |
| Participation rate | 96.5% | 80.9%+15.6pp | 76.5%+20.0pp | 70.6%+25.9pp |
| Annual return | 12.12% | 24.98%-12.9pp | 29.32%-17.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,888 | $2,698+7.1% | $3,023-4.5% | $2,726+6.0% |
| Participant deferral / active EE | $7,571 | $5,145+47.1% | $5,053+49.8% | $4,647+62.9% |
| Admin fee / account holder | $198 | $235-15.9% | $9,451-97.9% | $430-54.0% |