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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $316,889 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $105,918 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $68,359 |
CLIFTONLARSONALLEN LLP7 years Filed as: CRI Service code 10 · EIN 72-1396621 | Accounting | $32,500 |
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.
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 | $72,429 | $119,627-39.5% | $146,958-50.7% | $99,062-26.9% |
| Participation rate | 42.3% | 73.4%-31.2pp | 82.2%-39.9pp | 71.6%-29.4pp |
| Annual return | 16.32% | 28.82%-12.5pp | 418.34%-402.0pp | 17.66%-1.3pp |
| Employer contribution / active EE | $884 | $4,153-78.7% | $4,933-82.1% | $3,262-72.9% |
| Participant deferral / active EE | $3,872 | $7,997-51.6% | $8,070-52.0% | $5,331-27.4% |
| Admin fee / account holder | $123 | $150-17.7% | $12,998-99.1% | $109+13.0% |