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 9-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 |
|---|---|---|
SOUTHWEST BANK4 years Service code 27 · EIN 75-0749819 | Advisory (Plan) | $22,382 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,214 |
CLIFTONLARSONALLEN LLP2 years Filed as: CRI TPA SERVICES, LLC Service code 15 · EIN 83-4124826 | Recordkeeping | $13,090 |
Service code 10 · EIN 75-2489868 | Accounting | $9,150 |
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.
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 | $0 | $92,303-100.0% | $152,466-100.0% | $86,799-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 78.2%-78.2pp | 72.3%-72.3pp |
| Annual return | 92.06% | 531.69%-439.6pp | 757.33%-665.3pp | 97.91%-5.8pp |
| Employer contribution / active EE | $1,054 | $3,748-71.9% | $4,327-75.6% | $2,405-56.2% |
| Participant deferral / active EE | $1,785 | $5,599-68.1% | $5,820-69.3% | $4,131-56.8% |
| Admin fee / account holder | $0 | $150-100.0% | $15,805-100.0% | $170-100.0% |