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 |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 2875 MICHELLE DRIVE #300 · IRVINE, CA 92606 | Accounting | $17,745 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 · EIN 33-0499726 18008 SKY PARK CIRCLE, SUITE 200 · IRVINE, CA 92614 | Contract Administrator | $13,175 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,980 | $58,264-69.1% | $86,612-79.2% | $71,457-74.8% |
| Participation rate | 62.6% | 65.0%-2.4pp | 71.7%-9.1pp | 67.9%-5.3pp |
| Annual return | 7.58% | 21.63%-14.0pp | 591.07%-583.5pp | 28.85%-21.3pp |
| Employer contribution / active EE | $1,239 | $2,574-51.9% | $3,022-59.0% | $2,588-52.1% |
| Participant deferral / active EE | $1,585 | $3,436-53.9% | $4,438-64.3% | $4,289-63.0% |
| Admin fee / account holder | $303 | $1,057-71.3% | $5,614-94.6% | $1,587-80.9% |