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 |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,914 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $16,600 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,661 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$166,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,819 | $89,436+64.2% | $164,813-10.9% | $77,643+89.1% |
| Participation rate | 96.9% | 78.6%+18.3pp | 78.6%+18.3pp | 70.6%+26.3pp |
| Annual return | 17.52% | 28.83%-11.3pp | 69.93%-52.4pp | 31.24%-13.7pp |
| Employer contribution / active EE | $3,363 | $2,569+30.9% | $4,341-22.5% | $2,726+23.4% |
| Participant deferral / active EE | $7,602 | $4,897+55.2% | $6,031+26.0% | $4,647+63.6% |
| Admin fee / account holder | $124 | $339-63.6% | $12,690-99.0% | $430-71.3% |