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 Filed as: CLIFTONLARSONALLENLLP Service code 10 4505 STEPHEN CIRCLE, SUITE 200 · CANTON, OH 44718 | Accounting | $8,775 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION CONSULTING SERVICES, LLC Service code 15 1737 GEORGETOWN ROAD, SUITE C · HUDSON, OH 44236 | Recordkeeping | $6,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,653 | $58,577-34.0% | $83,333-53.6% | $64,186-39.8% |
| Participation rate | 67.9% | 72.0%-4.2pp | 77.8%-9.9pp | 69.6%-1.7pp |
| Annual return | -3.64% | 9.65%-13.3pp | 10.63%-14.3pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,563 | $4,654-44.9% | $5,565-53.9% | $3,470-26.1% |
| Admin fee / account holder | $164 | $9,275-98.2% | $7,510-97.8% | $4,888-96.6% |