See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC8+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $49,809 |
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $5,607 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,014 | $125,758-3.8% | $169,993-28.8% | $75,163+61.0% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.0%+6.8pp | 67.2%+26.6pp |
| Annual return | 15.61% | 27.20%-11.6pp | 53.37%-37.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,202 | $4,615-52.3% | $6,785-67.5% | $2,670-17.5% |
| Participant deferral / active EE | $5,098 | $6,837-25.4% | $10,408-51.0% | $4,125+23.6% |
| Admin fee / account holder | $454 | $8,173-94.4% | $12,815-96.5% | $5,651-92.0% |