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 LLP1 year Filed as: CLIFTONLARSONALLEN Service code 99 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Other Fees | $7,700 |
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCH L STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $2,026 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $837 |
BREWSTER & BREWSTER, INC.5 years Service code 13 370 BLACKBROOK RD. · PAINESVILLE, OH 44077 | Contract Administrator | $375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,941 | $63,745-20.1% | $98,442-48.3% | $79,386-35.8% |
| Participation rate | 80.0% | 69.9%+10.1pp | 73.3%+6.7pp | 70.7%+9.3pp |
| Annual return | 14.44% | 625.80%-611.4pp | 1492.73%-1478.3pp | 116.85%-102.4pp |
| Employer contribution / active EE | $397 | $2,557-84.5% | $2,960-86.6% | $2,427-83.7% |
| Participant deferral / active EE | $3,390 | $3,303+2.6% | $4,276-20.7% | $4,046-16.2% |
| Admin fee / account holder | $16 | $516-96.9% | $5,949-99.7% | $626-97.5% |