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 |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $39,480 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $34,559 |
RAEL & LETSON10+ years Filed as: RAEL-LETSON Service code 11 · EIN 94-1701048 | Actuarial | $25,250 |
Service code 29 · EIN 91-0889948 | Legal | $17,531 |
COLOR ART PRINTING10+ years Service code 36 · EIN 92-0027042 | Copying and duplicating; Direct payme... | $9,965 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 28 · EIN 31-0841368 | Investment Management | $5,096 |
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 | $53,200 | $241,101-77.9% | $103,333-48.5% | $199,593-73.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.47% | 17.80%-6.3pp | 24.88%-13.4pp | 34.25%-22.8pp |
| Employer contribution / active EE | $3,824 | $4,244-9.9% | $3,868-1.1% | $3,034+26.0% |
| Participant deferral / active EE | $1,748 | $3,958-55.8% | $5,057-65.4% | $5,087-65.6% |
| Admin fee / account holder | $147 | $288-48.8% | $8,355-98.2% | $269-45.2% |