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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 28 · EIN 95-1411037 | Investment Management | $3,426 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS Service code 49 · EIN 39-1894140 | Other Services | $1,860 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS, Service code 27 | Advisory (Plan) | $863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,072 | $50,199-74.0% | $70,092-81.4% | $66,914-80.5% |
| Participation rate | 37.7% | 66.3%-28.7pp | 70.5%-32.8pp | 69.8%-32.1pp |
| Annual return | -15.22% | -13.85%-1.4pp | 190.73%-206.0pp | 1.58%-16.8pp |
| Employer contribution / active EE | $330 | $1,864-82.3% | $2,559-87.1% | $2,544-87.0% |
| Participant deferral / active EE | $723 | $3,112-76.8% | $3,849-81.2% | $4,237-82.9% |
| Admin fee / account holder | $93 | $600-84.5% | $6,267-98.5% | $593-84.3% |