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 |
|---|---|---|
BLAKE & UHLIG, P.A.10+ years Service code 29 · EIN 48-0918231 | Legal | $83,326 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $79,395 |
Filed as: SOLXSYS ADMINISTRATIVE SOLUTIONS LL Service code 13 · EIN 83-2454243 | Contract Administrator | $40,544 |
RBC WEALTH MANAGEMENT10+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,000 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $29,487 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $8,749 |
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 | $186,171 | $160,882+15.7% | $200,582-7.2% | $102,872+81.0% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.9%+13.1pp | 73.0%+27.0pp |
| Annual return | 10.46% | 18.15%-7.7pp | 42.33%-31.9pp | 19.06%-8.6pp |
| Employer contribution / active EE | $6,792 | $5,602+21.2% | $6,419+5.8% | $3,526+92.6% |
| Participant deferral / active EE | $0 | $9,300-100.0% | $9,331-100.0% | $5,535-100.0% |
| Admin fee / account holder | $215 | $125+72.7% | $16,305-98.7% | $292-26.3% |