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 |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $30,024 |
CLSRS LLC1 year Filed as: CLSRS, LLC Service code 27 · EIN 61-1723537 3600 N CAPITAL OF TEXAS HWY · AUSTIN, TX 78746 | Advisory (Plan) | $15,045 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 1120 SANCTUARY PARKWAY · ALPHARETTA, GA 30009 | Advisory (Plan) | $2,922 |
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 | $43,219 | $55,449-22.1% | $83,848-48.5% | $56,287-23.2% |
| Participation rate | 82.9% | 68.0%+14.9pp | 76.1%+6.8pp | 69.9%+13.1pp |
| Annual return | -5.87% | -1.38%-4.5pp | 850.88%-856.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $962 | $2,430-60.4% | $3,631-73.5% | $2,111-54.4% |
| Participant deferral / active EE | $6,882 | $2,935+134.4% | $4,082+68.6% | $3,350+105.4% |
| Admin fee / account holder | $287 | $656-56.2% | $5,478-94.8% | $521-44.8% |