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 |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC9+ years Filed as: EB MANAGEMENT COMPANY Service code 14 · EIN 91-1999591 | Plan Administrator | $367,176 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $59,301 |
SCOTT CAPITAL ADVISORS4 years Filed as: SCOTT CAPITAL ADVISORS, LLC Service code 26 · EIN 84-4636104 | Advisory (Participants) | $50,000 |
Service code 29 · EIN 91-1321138 | Legal | $24,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,225 | $104,697-65.4% | $96,544-62.5% | $80,160-54.8% |
| Participation rate | 73.0% | 86.4%-13.4pp | 76.0%-3.0pp | 72.9%+0.1pp |
| Annual return | 18.15% | 21.78%-3.6pp | 25.84%-7.7pp | 40.38%-22.2pp |
| Employer contribution / active EE | $1,460 | $3,536-58.7% | $2,965-50.8% | $2,978-51.0% |
| Participant deferral / active EE | $1,950 | $6,188-68.5% | $4,851-59.8% | $5,017-61.1% |
| Admin fee / account holder | $204 | $107+91.6% | $8,252-97.5% | $145+41.1% |