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 |
|---|---|---|
OPEROSE ADVISORS, LLC4 years Service code 99 · EIN 81-4958026 | Other Fees | $57,766 |
Service code 49 · EIN 13-3180178 P.O. BOX 54 · FRANKLIN, NY 11010 | Other Services | $13,984 |
CLIFTONLARSONALLEN LLP1 year Service code 99 · EIN 41-0746749 | Other Fees | $11,638 |
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 | $86,245 | $89,436-3.6% | $164,813-47.7% | $77,643+11.1% |
| Participation rate | 86.5% | 78.6%+7.9pp | 78.6%+7.9pp | 70.6%+16.0pp |
| Annual return | 12.47% | 28.83%-16.4pp | 69.93%-57.5pp | 31.24%-18.8pp |
| Employer contribution / active EE | $3,905 | $2,569+52.0% | $4,341-10.0% | $2,726+43.3% |
| Participant deferral / active EE | $6,653 | $4,897+35.9% | $6,031+10.3% | $4,647+43.2% |
| Admin fee / account holder | $389 | $339+14.5% | $12,690-96.9% | $430-9.7% |