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 |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $39,761 |
RAEL & LETSON9+ years Filed as: RAEL-LETSON Service code 11 · EIN 94-1701048 | Actuarial | $36,839 |
MERCER4 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $36,726 |
Service code 29 · EIN 91-0889948 | Legal | $26,147 |
COLOR ART PRINTING9+ years Service code 36 · EIN 92-0027042 | Copying and duplicating; Direct payme... | $7,916 |
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 | $48,861 | $88,480-44.8% | $96,683-49.5% | $80,160-39.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 15.39% | 22.53%-7.1pp | 35.69%-20.3pp | 40.38%-25.0pp |
| Employer contribution / active EE | $3,840 | $4,176-8.1% | $3,737+2.8% | $2,978+29.0% |
| Participant deferral / active EE | $1,329 | $3,959-66.4% | $4,878-72.8% | $5,017-73.5% |
| Admin fee / account holder | $145 | $212-31.6% | $6,730-97.8% | $145-0.1% |