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 INC7+ years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $65,139 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $8,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,609 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $109,287 | $104,475+4.6% | $159,436-31.5% | $79,386+37.7% |
| Participation rate | 84.2% | 76.6%+7.6pp | 82.8%+1.4pp | 70.7%+13.5pp |
| Annual return | 12.76% | 67.95%-55.2pp | 263.57%-250.8pp | 116.85%-104.1pp |
| Employer contribution / active EE | $2,927 | $3,417-14.3% | $4,829-39.4% | $2,427+20.6% |
| Participant deferral / active EE | $9,418 | $6,467+45.6% | $7,352+28.1% | $4,046+132.8% |
| Admin fee / account holder | $137 | $711-80.8% | $10,799-98.7% | $626-78.2% |