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 |
|---|---|---|
Filed as: FOCUS PARTNER WEALTH LLC Service code 99 201 WASHINGTON ST 11TH FL · BOSTON, MA 02108 | Other Fees | $58,855 |
CLIFTONLARSONALLEN LLP9 years Service code 99 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60423 | Other Fees | $20,475 |
ASSOCIATED PENSION CONSULTANTS11+ years Service code 13 · EIN 94-2456320 2035 FOREST AVE · CHICO, CA 95926 | Contract Administrator | $15,295 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $600 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,656 | $87,870+138.6% | $113,168+85.3% | $74,304+182.2% |
| Participation rate | 51.6% | 70.7%-19.1pp | 76.6%-24.9pp | 60.3%-8.7pp |
| Annual return | 17.59% | 26.44%-8.8pp | 24.27%-6.7pp | 29.43%-11.8pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,475 | $4,241-65.2% | $5,107-71.1% | $3,767-60.8% |
| Admin fee / account holder | $790 | $3,368-76.5% | $12,068-93.5% | $2,969-73.4% |