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 |
|---|---|---|
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 17 · EIN 61-0736136 | Pension Consulting | $36,726 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $34,795 |
Service code 10 · EIN 91-0889948 | Accounting | $10,287 |
RAEL & LETSON4+ years Filed as: RAEL-LETSON Service code 17 · EIN 94-1701048 | Pension Consulting | $9,138 |
COLOR ART PRINTING4+ years Service code 36 · EIN 92-0027042 | Copying and duplicating | $7,543 |
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 | $36,317 | $60,396-39.9% | $83,848-56.7% | $75,289-51.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -3.54% | 3.84%-7.4pp | 850.88%-854.4pp | -0.04%-3.5pp |
| Employer contribution / active EE | $3,458 | $3,343+3.4% | $3,631-4.8% | $2,405+43.8% |
| Participant deferral / active EE | $1,269 | $2,922-56.6% | $4,082-68.9% | $3,739-66.1% |
| Admin fee / account holder | $129 | $141-8.3% | $5,478-97.6% | $102+26.6% |