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 LLP4+ years Filed as: CLIFTONLARSONALLENLLP Service code 10 4505 STEPHEN CIRCLE, SUITE 200 · CANTON, OH 44718 | Accounting | $9,525 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION CONSULTING SERVICES, LLC Service code 15 1737 GEORGETOWN ROAD, SUITE C · HUDSON, OH 44236 | Recordkeeping | $3,535 |
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.)
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 | $196,087 | $107,934+81.7% | $91,989+113.2% | $152,861+28.3% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.4%-82.4pp |
| Annual return | 15.76% | 89.24%-73.5pp | 69.02%-53.3pp | 345.32%-329.6pp |
| Employer contribution / active EE | $746 | $4,210-82.3% | $3,452-78.4% | $4,762-84.3% |
| Participant deferral / active EE | $1,943 | $6,364-69.5% | $5,923-67.2% | $5,850-66.8% |
| Admin fee / account holder | $1,107 | $10,520-89.5% | $7,743-85.7% | $11,596-90.5% |