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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $202,239 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $17,325 |
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 | $33,588 | $122,259-72.5% | $147,005-77.2% | $199,768-83.2% |
| Participation rate | 83.5% | 78.3%+5.2pp | 82.2%+1.3pp | 72.0%+11.5pp |
| Annual return | 48.66% | 30.58%+18.1pp | 418.76%-370.1pp | 34.26%+14.4pp |
| Employer contribution / active EE | $1,352 | $4,097-67.0% | $4,934-72.6% | $3,037-55.5% |
| Participant deferral / active EE | $5,706 | $8,504-32.9% | $8,070-29.3% | $5,090+12.1% |
| Admin fee / account holder | $82 | $179-54.3% | $13,006-99.4% | $269-69.6% |