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 |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $18,129 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $6,300 |
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.)
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 | $65,095 | $42,548+53.0% | $74,550-12.7% | $56,287+15.6% |
| Participation rate | 36.2% | 60.5%-24.3pp | 69.1%-32.9pp | 69.9%-33.6pp |
| Annual return | -6.68% | 12.40%-19.1pp | 32.53%-39.2pp | -9.96%+3.3pp |
| Employer contribution / active EE | $523 | $855-38.8% | $1,961-73.3% | $2,111-75.2% |
| Participant deferral / active EE | $1,573 | $2,277-30.9% | $3,108-49.4% | $3,350-53.0% |
| Admin fee / account holder | $465 | $467-0.5% | $5,060-90.8% | $521-10.8% |