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 INC4+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $42,543 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $7,300 |
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 | $102,624 | $109,359-6.2% | $162,163-36.7% | $72,985+40.6% |
| Participation rate | 93.8% | 84.3%+9.6pp | 87.6%+6.3pp | 69.5%+24.3pp |
| Annual return | 20.89% | 25.46%-4.6pp | 115.59%-94.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,846 | $3,907-52.7% | $5,614-67.1% | $2,440-24.3% |
| Participant deferral / active EE | $3,910 | $5,481-28.7% | $7,298-46.4% | $3,607+8.4% |
| Admin fee / account holder | $433 | $7,972-94.6% | $10,843-96.0% | $5,124-91.5% |