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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,276 |
RSM US LLP4+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $11,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 8215 GREENWAY BOULEVARD, SUITE 600 · MIDDLETON, WI 53562 | Accounting | $9,000 |
Service code 27 111 E KILBOURN AVE, SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $8,129 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,250 | $65,118-59.7% | $76,768-65.8% | $55,725-52.9% |
| Participation rate | 41.6% | 79.6%-38.0pp | 77.0%-35.4pp | 70.9%-29.3pp |
| Annual return | -4.81% | -1.27%-3.5pp | 2.43%-7.2pp | 244.93%-249.7pp |
| Employer contribution / active EE | $146 | $1,941-92.5% | $2,485-94.1% | $2,078-93.0% |
| Participant deferral / active EE | $551 | $3,688-85.1% | $3,852-85.7% | $3,356-83.6% |
| Admin fee / account holder | $99 | $116-14.3% | $6,675-98.5% | $115-13.8% |