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 4-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 |
|---|---|---|
AGILIS PARTNERS LLC2 years Service code 27 · EIN 04-3513306 | Advisory (Plan) | $458,550 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 04-2627137 | Investment Management | $219,238 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE A Service code 30 · EIN 74-2515030 | Employee (plan) | $162,346 |
MERCER4+ years Service code 28 · EIN 61-0736136 | Investment Management | $111,556 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $95,376 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE B Service code 30 · EIN 74-2515030 | Employee (plan) | $61,022 |
R&R REALTY GROUP4+ years Service code 99 · EIN 42-1330560 | Other Fees | $41,423 |
US BANK4+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities) | $37,556 |
BLAKE & UHLIG, P.A.4+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $29,041 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE C Service code 30 · EIN 74-2515030 | Employee (plan) | $24,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,814-100.0% | $124,814-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.9%-43.9pp |
| Annual return | -16.50% | 8.43%-24.9pp | 10.54%-27.0pp | 13.05%-29.5pp |
| Employer contribution / active EE | $0 | $31,418-100.0% | $26,804-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $30,946-100.0% |