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 LLP2 years Service code 10 2200 RIVERSIDE DR · GREEN BAY, WI 54301 | Accounting | $7,455 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $5,387 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,611 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,444 | $59,328+25.5% | $118,925-37.4% | $73,488+1.3% |
| Participation rate | 47.9% | 62.3%-14.4pp | 75.4%-27.5pp | 70.7%-22.8pp |
| Annual return | 18.28% | 19.13%-0.9pp | 35.88%-17.6pp | 28.51%-10.2pp |
| Employer contribution / active EE | $323 | $1,803-82.1% | $3,263-90.1% | $2,270-85.8% |
| Participant deferral / active EE | $2,005 | $2,604-23.0% | $4,265-53.0% | $3,740-46.4% |
| Admin fee / account holder | $185 | $600-69.2% | $6,581-97.2% | $513-64.0% |