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 13 · EIN 41-0746749 | Contract Administrator | $7,278 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 64 · EIN 62-0951563 | Recordkeeping Fees | $480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,389 | $59,584+24.8% | $86,874-14.4% | $79,386-6.3% |
| Participation rate | 13.8% | 67.7%-53.8pp | 71.6%-57.8pp | 70.7%-56.9pp |
| Annual return | 13.19% | 23.15%-10.0pp | 63.52%-50.3pp | 116.85%-103.7pp |
| Employer contribution / active EE | $444 | $1,768-74.9% | $2,495-82.2% | $2,427-81.7% |
| Participant deferral / active EE | $1,059 | $3,036-65.1% | $3,699-71.4% | $4,046-73.8% |
| Admin fee / account holder | $287 | $604-52.4% | $5,828-95.1% | $626-54.1% |