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 |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $22,365 |
Filed as: REINHART Service code 29 · EIN 39-1126909 | Legal | $9,581 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $5,010 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,287 | $106,028-85.6% | $146,958-89.6% | $77,643-80.3% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.3pp | 70.6%+24.8pp |
| Annual return | 11.50% | 56.73%-45.2pp | 418.34%-406.8pp | 31.24%-19.7pp |
| Employer contribution / active EE | $853 | $4,063-79.0% | $4,933-82.7% | $2,726-68.7% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $101 | $337-70.0% | $12,998-99.2% | $430-76.5% |