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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,465 |
DS INVESTMENT ADVISORS2 years Service code 27 · EIN 87-4233743 | Advisory (Plan) | $75,162 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $12,829 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,120 | $54,193-18.6% | $93,606-52.9% | $77,643-43.2% |
| Participation rate | 87.1% | 63.9%+23.2pp | 68.7%+18.4pp | 70.6%+16.5pp |
| Annual return | 13.36% | 30.54%-17.2pp | 133.20%-119.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,109 | $1,168-5.1% | $2,420-54.2% | $2,726-59.3% |
| Participant deferral / active EE | $4,822 | $3,144+53.4% | $4,411+9.3% | $4,647+3.8% |
| Admin fee / account holder | $220 | $576-61.8% | $8,285-97.3% | $430-48.9% |