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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $36,726 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $35,661 |
RAEL & LETSON8+ years Filed as: RAEL-LETSON Service code 11 · EIN 94-1701048 | Actuarial | $30,384 |
Service code 29 · EIN 91-0889948 | Legal | $12,834 |
COLOR ART PRINTING8+ years Service code 36 · EIN 92-0027042 | Direct payment from the plan; Copying... | $10,099 |
Participant contribution per participant 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 | $43,237 | $76,774-43.7% | $112,228-61.5% | $77,904-44.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.77% | -10.25%-3.5pp | 27.45%-41.2pp | 12.21%-26.0pp |
| Employer contribution / active EE | $3,728 | $3,977-6.3% | $3,635+2.6% | $2,848+30.9% |
| Participant deferral / active EE | $1,352 | $3,778-64.2% | $4,728-71.4% | $4,806-71.9% |
| Admin fee / account holder | $143 | $239-40.2% | $6,410-97.8% | $133+7.8% |