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 |
|---|---|---|
DEFINITI LLC2 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $12,018 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 99 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Other Fees | $4,515 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $785 |
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 | $39,252 | $51,197-23.3% | $82,719-52.5% | $66,914-41.3% |
| Participation rate | 84.8% | 67.8%+17.0pp | 72.6%+12.2pp | 69.8%+15.0pp |
| Annual return | -16.77% | -9.64%-7.1pp | 701.18%-717.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $388 | $2,611-85.1% | $3,009-87.1% | $2,544-84.8% |
| Participant deferral / active EE | $2,778 | $3,458-19.7% | $4,395-36.8% | $4,237-34.4% |
| Admin fee / account holder | $4 | $416-99.0% | $5,329-99.9% | $593-99.3% |