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 9-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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,027 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $21,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,169 | $79,184+46.7% | $102,438+13.4% | $74,546+55.8% |
| Participation rate | 92.5% | 74.8%+17.8pp | 76.5%+16.0pp | 67.2%+25.3pp |
| Annual return | 14.18% | 54.95%-40.8pp | 29.37%-15.2pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $3,486 | $2,362+47.6% | $3,024+15.3% | $2,624+32.8% |
| Participant deferral / active EE | $6,188 | $4,414+40.2% | $5,054+22.4% | $4,347+42.3% |
| Admin fee / account holder | $392 | $2,001-80.4% | $9,448-95.8% | $1,944-79.8% |