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 |
|---|---|---|
PROFESSIONAL CAPITAL SERVICES, LLC10+ years Service code 12 · EIN 23-3038464 | Recordkeeping fees; Contract Administ... | $23,741 |
CLIFTONLARSONALLEN LLP10+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 · EIN 41-1803291 | Advisory (Plan) | $8,797 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,908 | $87,013-12.8% | $106,213-28.5% | $80,856-6.1% |
| Participation rate | 92.5% | 70.4%+22.0pp | 75.3%+17.2pp | 67.6%+24.8pp |
| Annual return | 9.69% | 17.05%-7.4pp | 116.14%-106.4pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,279 | $2,395-46.6% | $3,171-59.7% | $2,755-53.6% |
| Participant deferral / active EE | $3,339 | $3,986-16.2% | $5,016-33.4% | $4,296-22.3% |
| Admin fee / account holder | $322 | $8,431-96.2% | $11,033-97.1% | $6,918-95.3% |