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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $42,117 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $29,762 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $5,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,956 | $82,093-80.6% | $379,746-95.8% | $73,409-78.3% |
| Participation rate | 22.9% | 76.8%-53.9pp | 78.4%-55.5pp | 72.2%-49.3pp |
| Annual return | 13.51% | 18.89%-5.4pp | 34.90%-21.4pp | 59.29%-45.8pp |
| Employer contribution / active EE | $80 | $2,847-97.2% | $3,540-97.7% | $2,234-96.4% |
| Participant deferral / active EE | $490 | $4,697-89.6% | $6,024-91.9% | $3,805-87.1% |
| Admin fee / account holder | $176 | $128+37.7% | $7,927-97.8% | $158+11.3% |