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 CONSULTING, INC. Service code 17 · EIN 61-0736136 | Pension Consulting | $36,726 |
Service code 10 · EIN 91-0889948 | Accounting | $30,481 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $29,762 |
RAEL & LETSON5+ years Filed as: RAEL-LETSON Service code 17 · EIN 94-1701048 | Pension Consulting | $27,230 |
COLOR ART PRINTING5+ years Service code 36 · EIN 92-0027042 | Copying and duplicating | $10,385 |
EXPRESS SCRIPTS, INC.4 years Filed as: EXPRESS BUSINESS SOLUTIONS Service code 36 · EIN 91-1807227 | Copying and duplicating | $6,599 |
Service code 49 · EIN 01-0622708 | Other Services | $5,222 |
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 | $42,160 | $66,051-36.2% | $92,893-54.6% | $77,787-45.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 17.59% | 20.69%-3.1pp | 109.41%-91.8pp | 32.57%-15.0pp |
| Employer contribution / active EE | $3,910 | $3,426+14.1% | $3,653+7.0% | $2,504+56.1% |
| Participant deferral / active EE | $1,208 | $3,013-59.9% | $4,236-71.5% | $3,967-69.5% |
| Admin fee / account holder | $136 | $148-7.7% | $5,794-97.6% | $100+36.4% |