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 4-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 |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $18,900 |
Filed as: FARTHER FINANCE, INC. Service code 27 · EIN 83-4348882 | Advisory (Plan) | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,495 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS PERSONAL FINANCIAL Service code 61 · EIN 27-0493248 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,806 | $82,917-79.7% | $103,333-83.7% | $77,643-78.4% |
| Participation rate | 73.4% | 71.6%+1.8pp | 74.5%-1.1pp | 70.6%+2.8pp |
| Annual return | 12.72% | 19.13%-6.4pp | 24.88%-12.2pp | 31.24%-18.5pp |
| Employer contribution / active EE | $375 | $3,552-89.4% | $3,868-90.3% | $2,726-86.2% |
| Participant deferral / active EE | $1,793 | $4,108-56.4% | $5,057-64.6% | $4,647-61.4% |
| Admin fee / account holder | $58 | $638-91.0% | $8,355-99.3% | $430-86.6% |