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 8-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,655 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $23,550 |
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $11,971 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$89,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,178 | $113,293-11.6% | $67,511+48.4% | $199,768-49.9% |
| Participation rate | 44.2% | 73.3%-29.1pp | 72.9%-28.7pp | 72.0%-27.8pp |
| Annual return | 16.90% | 15.88%+1.0pp | 3517.41%-3500.5pp | 34.26%-17.4pp |
| Employer contribution / active EE | $2,382 | $3,401-30.0% | $2,733-12.8% | $3,037-21.6% |
| Participant deferral / active EE | $4,688 | $4,159+12.7% | $4,000+17.2% | $5,090-7.9% |
| Admin fee / account holder | -$33 | $103-132.0% | $3,999-100.8% | $269-112.2% |