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 INC3+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $41,873 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $7,200 |
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 | $88,980 | $94,529-5.9% | $140,016-36.5% | $64,186+38.6% |
| Participation rate | 97.8% | 84.1%+13.7pp | 87.5%+10.3pp | 69.6%+28.2pp |
| Annual return | -6.79% | 7.77%-14.6pp | 651.12%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,915 | $3,812-49.8% | $5,606-65.8% | $2,381-19.6% |
| Participant deferral / active EE | $3,707 | $5,250-29.4% | $6,927-46.5% | $3,470+6.8% |
| Admin fee / account holder | $438 | $6,741-93.5% | $10,705-95.9% | $4,888-91.0% |