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 10-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 19 · EIN 13-5674085 | Securities Custodian | $42,808 |
HS MANAGEMENT PARTNERS, LLC3+ years Filed as: EB MANAGEMENT COMPANY Service code 13 · EIN 91-1467493 | Contract Administrator | $42,708 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $16,095 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746769 | Accounting | $9,200 |
EKMAN CUSHING MAXWELL2 years Filed as: EKMAN CUSHING MAXWELL PS Service code 29 · EIN 91-1321138 | Legal | $6,033 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,904 | $58,726-72.9% | $92,233-82.8% | $62,292-74.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 6.30% | 43.62%-37.3pp | 176.28%-170.0pp | 28.90%-22.6pp |
| Employer contribution / active EE | $3,319 | $2,392+38.8% | $3,679-9.8% | $2,042+62.5% |
| Participant deferral / active EE | $262 | $2,766-90.5% | $3,897-93.3% | $3,169-91.7% |
| Admin fee / account holder | $208 | $556-62.6% | $5,194-96.0% | $479-56.6% |