See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $165,596 |
Filed as: RAYMOND JAMES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $90,000 |
CLIFTONLARSONALLEN LLP6 years Filed as: CRI CPAS AND ADVISORS Service code 10 · EIN 72-1396621 | Accounting | $88,000 |
NFP RETIREMENT INC10+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 16 · EIN 42-0127290 | Consulting | $27,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$184,054 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,858 | $48,698+90.7% | $93,606-0.8% | $199,593-53.5% |
| Participation rate | 88.5% | 63.5%+24.9pp | 68.7%+19.8pp | 72.0%+16.5pp |
| Annual return | 14.93% | 15.34%-0.4pp | 133.20%-118.3pp | 34.25%-19.3pp |
| Employer contribution / active EE | $7,666 | $1,135+575.5% | $2,420+216.8% | $3,034+152.7% |
| Participant deferral / active EE | $6,635 | $2,817+135.5% | $4,411+50.4% | $5,087+30.4% |
| Admin fee / account holder | $53 | $195-73.0% | $8,285-99.4% | $269-80.4% |