See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping fees; Fi... | $114,201 |
FIDUCIARY INVESTMENT ADVISORS9+ years Service code 28 · EIN 20-4751585 | Investment Management | $22,500 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $10,500 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,141 | $107,459-50.5% | $135,903-60.9% | $80,160-33.7% |
| Participation rate | 47.7% | 78.0%-30.3pp | 81.9%-34.2pp | 72.9%-25.2pp |
| Annual return | 62.03% | 91.91%-29.9pp | 68.23%-6.2pp | 40.38%+21.6pp |
| Employer contribution / active EE | $945 | $3,877-75.6% | $4,856-80.5% | $2,978-68.3% |
| Participant deferral / active EE | $3,047 | $8,195-62.8% | $7,758-60.7% | $5,017-39.3% |
| Admin fee / account holder | $101 | $127-20.3% | $10,762-99.1% | $145-30.2% |