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: FIDELITY INVESTMENTS Service code 51 P O BOX 770001 · CINCINNATI, OH 452770002 | Investment Mgmt Fees | $78,253 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLENLLP Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
FLOWER & ASSOCIATES, INC.3 years Service code 99 · EIN 72-0894768 P O BOX 51862 · LAFAYETTE, LA 70505 | Other Fees | $7,430 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,169 | $66,098-21.1% | $101,794-48.7% | $74,304-29.8% |
| Participation rate | 84.5% | 53.8%+30.7pp | 69.2%+15.3pp | 60.3%+24.1pp |
| Annual return | 14.49% | 19.59%-5.1pp | 30.53%-16.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,220 | $1,082+12.8% | $2,289-46.7% | $2,241-45.6% |
| Participant deferral / active EE | $1,927 | $2,781-30.7% | $4,084-52.8% | $3,767-48.8% |
| Admin fee / account holder | $465 | $4,146-88.8% | $8,777-94.7% | $2,969-84.3% |