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 9-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 14 · EIN 41-0746749 220 S 6TH STREET, STE 300 · MINNEAPOLIS, MN 55402 | Plan Administrator | $19,199 |
Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 64 · EIN 27-1033755 4010 BOYSCOUT BLVD, STE 450 · TAMPA, FL 33607 | Recordkeeping Fees | $9,053 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,396 | $58,879-58.6% | $178,490-86.3% | $73,488-66.8% |
| Participation rate | 89.6% | 66.2%+23.4pp | 81.9%+7.7pp | 70.7%+18.9pp |
| Annual return | 17.78% | 24.86%-7.1pp | 151.07%-133.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,658 | $2,236-25.9% | $5,011-66.9% | $2,270-27.0% |
| Participant deferral / active EE | $4,088 | $2,567+59.2% | $5,202-21.4% | $3,740+9.3% |
| Admin fee / account holder | $230 | $400-42.5% | $13,984-98.4% | $513-55.1% |