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 | $149,063 |
RVK, INC.1 year Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $42,443 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $23,100 |
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 | $69,706 | $72,254-3.5% | $86,677-19.6% | $64,808+7.6% |
| Participation rate | 96.1% | 80.4%+15.7pp | 76.6%+19.6pp | 71.5%+24.7pp |
| Annual return | -13.00% | 392.42%-405.4pp | 35.91%-48.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $3,846 | $2,393+60.7% | $2,836+35.6% | $2,506+53.5% |
| Participant deferral / active EE | $6,840 | $4,658+46.9% | $4,656+46.9% | $4,310+58.7% |
| Admin fee / account holder | $174 | $174+0.1% | $7,493-97.7% | $188-7.3% |