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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC5+ years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $67,386 |
Filed as: CIRRUS WEALTH MANAGEMENT Service code 27 · EIN 47-2368024 | Advisory (Plan) | $9,460 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $6,116 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,688 |
Form 5500 reported that benefits due were not provided when due.
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 | $84,337 | $89,652-5.9% | $141,162-40.3% | $65,185+29.4% |
| Participation rate | 86.7% | 74.7%+12.0pp | 82.5%+4.2pp | 70.2%+16.5pp |
| Annual return | 21.81% | 32.79%-11.0pp | 71.39%-49.6pp | 29.38%-7.6pp |
| Employer contribution / active EE | $4,696 | $3,065+53.2% | $4,735-0.8% | $2,177+115.8% |
| Participant deferral / active EE | $16,194 | $5,691+184.6% | $6,709+141.4% | $3,514+360.9% |
| Admin fee / account holder | $151 | $569-73.4% | $10,261-98.5% | $847-82.1% |