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 LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $22,835 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,652 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 55 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Commissions | $7,211 |
SERVICE PRINTING CO1 year Filed as: SERVICE FILTRATION CORP DBA SERFILC Service code 10 2900 MACARTHUR BLVD · NORTHBROOK, IL 60062 | Accounting | $6,130 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $4,451 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,134 | $76,050-40.7% | $96,544-53.2% | $71,457-36.8% |
| Participation rate | 93.8% | 74.4%+19.4pp | 76.0%+17.8pp | 67.9%+25.9pp |
| Annual return | 14.30% | 22.81%-8.5pp | 25.84%-11.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,129 | $2,244-49.7% | $2,965-61.9% | $2,588-56.4% |
| Participant deferral / active EE | $4,250 | $4,215+0.8% | $4,851-12.4% | $4,289-0.9% |
| Admin fee / account holder | $177 | $2,707-93.5% | $8,252-97.9% | $1,587-88.9% |