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 3-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 |
|---|---|---|
BLUM SHAPIRO1 year Filed as: CLIFTONALLEN LARSON Service code 10 · EIN 41-0746749 | Accounting | $15,939 |
Service code 37 · EIN 04-2647786 | Loan Processing | $463 |
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 | $72,457 | $138,385-47.6% | $184,200-60.7% | $80,874-10.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 86.8%+0.7pp | 67.6%+19.9pp |
| Annual return | 14.02% | 20.02%-6.0pp | 28.80%-14.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,852 | $4,849-61.8% | $6,424-71.2% | $2,756-32.8% |
| Participant deferral / active EE | $5,392 | $7,073-23.8% | $9,132-41.0% | $4,297+25.5% |
| Admin fee / account holder | $98 | $10,483-99.1% | $13,907-99.3% | $6,935-98.6% |