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 INC9+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $53,378 |
CLIFTONLARSONALLEN LLP8 years Service code 10 · EIN 41-0746749 | Accounting | $10,605 |
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 | $107,978 | $138,347-22.0% | $184,203-41.4% | $80,856+33.5% |
| Participation rate | 94.6% | 83.9%+10.7pp | 86.8%+7.7pp | 67.6%+26.9pp |
| Annual return | 12.22% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,389 | $4,850-50.7% | $6,427-62.8% | $2,755-13.3% |
| Participant deferral / active EE | $5,515 | $7,071-22.0% | $9,131-39.6% | $4,296+28.4% |
| Admin fee / account holder | $520 | $10,483-95.0% | $13,901-96.3% | $6,918-92.5% |