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 Service code 10 · EIN 41-0746749 | Accounting | $18,601 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,547 |
LPL FINANCIAL1 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,288 | $89,739-12.8% | $149,718-47.7% | $62,292+25.7% |
| Participation rate | 73.1% | 85.1%-12.0pp | 87.1%-13.9pp | 69.5%+3.6pp |
| Annual return | 15.93% | 21.01%-5.1pp | 1501.63%-1485.7pp | 28.90%-13.0pp |
| Employer contribution / active EE | $960 | $3,233-70.3% | $5,445-82.4% | $2,042-53.0% |
| Participant deferral / active EE | $3,729 | $4,797-22.3% | $6,569-43.2% | $3,169+17.7% |
| Admin fee / account holder | $434 | $551-21.3% | $11,283-96.2% | $479-9.4% |