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 |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $12,362 |
CLIFTONLARSONALLEN LLP6 years Service code 27 · EIN 41-0746749 200 EAST WASHINGTON ST, PO BOX 1739 · APPLETON, WI 549121739 | Advisory (Plan) | $12,260 |
BOYUM & BARENSCHEER PLLP3 years Filed as: BOYUM BARENSCHEER Service code 10 · EIN 41-6192096 | Accounting | $12,005 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 39-1884254 | Contract Administrator | $7,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,450 | $27,839+9.4% | $58,482-47.9% | $71,457-57.4% |
| Participation rate | 30.4% | 34.5%-4.1pp | 50.9%-20.4pp | 67.9%-37.5pp |
| Annual return | 14.86% | 26.81%-11.9pp | 4239.32%-4224.5pp | 28.85%-14.0pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $592 | $1,206-51.0% | $1,924-69.3% | $4,289-86.2% |
| Admin fee / account holder | $420 | $1,641-74.4% | $2,516-83.3% | $1,587-73.6% |