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 LLP3 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $18,547 |
SANSOME STREET APPRAISERS, INC.10+ years Service code 34 · EIN 39-1041291 | Valuation (appraisals, etc.) | $13,800 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST Service code 21 · EIN 82-3967259 | Bank Trustee | $13,323 |
Service code 27 200 PARK AVE · NEW YORK, NY 10166 | Advisory (Plan) | $5,702 |
Annual investment return 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 | $165,625 | $117,025+41.5% | $91,541+80.9% | $85,563+93.6% |
| Participation rate | 92.2% | 64.2%+28.0pp | 69.8%+22.4pp | 66.0%+26.2pp |
| Annual return | 12.29% | 18.02%-5.7pp | 20.50%-8.2pp | 31.51%-19.2pp |
| Employer contribution / active EE | $11,499 | $2,120+442.3% | $2,505+359.1% | $2,654+333.3% |
| Participant deferral / active EE | $0 | $3,446-100.0% | $4,008-100.0% | $4,375-100.0% |
| Admin fee / account holder | $117 | $1,242-90.6% | $6,956-98.3% | $834-86.0% |