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 |
|---|---|---|
TRUST POINT INC2+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $38,921 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $7,002 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,658 | $89,739+9.9% | $149,718-34.1% | $62,292+58.4% |
| Participation rate | 88.8% | 85.1%+3.7pp | 87.1%+1.7pp | 69.5%+19.3pp |
| Annual return | 16.55% | 21.01%-4.5pp | 1501.63%-1485.1pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,570 | $3,233-51.4% | $5,445-71.2% | $2,042-23.1% |
| Participant deferral / active EE | $2,719 | $4,797-43.3% | $6,569-58.6% | $3,169-14.2% |
| Admin fee / account holder | $403 | $551-26.9% | $11,283-96.4% | $479-16.0% |