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 LLP3 years Service code 10 · EIN 41-0746749 2875 MICHELLE DRIVE #300 · IRVINE, CA 92606 | Accounting | $17,850 |
PENSION ASSURANCE LLP3 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 · EIN 33-0499726 18008 SKY PARK CIRCLE, SUITE 200 · IRVINE, CA 92614 | Contract Administrator | $8,355 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,788 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,890 | $60,323-68.7% | $81,812-76.9% | $74,495-74.6% |
| Participation rate | 58.2% | 62.9%-4.7pp | 72.3%-14.2pp | 67.2%-9.0pp |
| Annual return | 7.07% | 16.90%-9.8pp | 773.79%-766.7pp | 1364.94%-1357.9pp |
| Employer contribution / active EE | $593 | $2,620-77.4% | $2,912-79.6% | $2,623-77.4% |
| Participant deferral / active EE | $1,459 | $3,387-56.9% | $4,319-66.2% | $4,346-66.4% |
| Admin fee / account holder | $336 | $1,486-77.4% | $7,386-95.5% | $1,942-82.7% |