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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,948 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $21,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,571 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,444 | $50,820+111.4% | $155,567-30.9% | $77,671+38.3% |
| Participation rate | 82.1% | 63.1%+19.0pp | 78.2%+3.9pp | 70.6%+11.5pp |
| Annual return | 14.52% | 34.85%-20.3pp | 64.74%-50.2pp | 31.21%-16.7pp |
| Employer contribution / active EE | $7,207 | $1,993+261.7% | $4,674+54.2% | $2,726+164.3% |
| Participant deferral / active EE | $5,653 | $2,823+100.2% | $5,628+0.4% | $4,648+21.6% |
| Admin fee / account holder | $283 | $436-35.0% | $15,916-98.2% | $430-34.1% |