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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $29,459 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Accounting | $9,050 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,012 | $66,601+5.1% | $92,893-24.6% | $67,579+3.6% |
| Participation rate | 75.5% | 72.5%+3.0pp | 76.0%-0.5pp | 71.3%+4.2pp |
| Annual return | 20.24% | 92.58%-72.3pp | 109.41%-89.2pp | 378.56%-358.3pp |
| Employer contribution / active EE | $554 | $2,775-80.0% | $3,653-84.8% | $2,148-74.2% |
| Participant deferral / active EE | $2,346 | $3,157-25.7% | $4,236-44.6% | $3,539-33.7% |
| Admin fee / account holder | $168 | $199-15.3% | $5,794-97.1% | $142+18.4% |