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 LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $35,624 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 16 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Consulting | $30,000 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $23,103 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $183,244 | $102,553+78.7% | $151,611+20.9% | $66,914+173.8% |
| Participation rate | 93.4% | 85.5%+7.9pp | 87.5%+5.9pp | 69.8%+23.6pp |
| Annual return | -20.50% | -10.82%-9.7pp | 3.33%-23.8pp | 1.58%-22.1pp |
| Employer contribution / active EE | $9,320 | $4,180+122.9% | $6,166+51.2% | $2,544+266.3% |
| Participant deferral / active EE | $9,044 | $6,641+36.2% | $8,363+8.1% | $4,237+113.5% |
| Admin fee / account holder | $588 | $630-6.7% | $11,616-94.9% | $593-1.0% |