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 |
|---|---|---|
VERUS7+ years Service code 28 · EIN 91-1320111 | Investment Management | $35,000 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN LP Service code 10 · EIN 41-0746749 | Accounting | $28,053 |
BENESYS, INC.7+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $27,573 |
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 12 · EIN 01-0233346 | Recordkeeping fees; Recordkeeping and... | $22,781 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $96,812 | $44,764+116.3% | $68,791+40.7% | $64,808+49.4% |
| Participation rate | 68.4% | 64.8%+3.6pp | 69.0%-0.6pp | 71.5%-3.1pp |
| Annual return | -13.37% | -10.91%-2.5pp | -6.38%-7.0pp | 32.82%-46.2pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $6,103 | $3,238+88.5% | $3,941+54.9% | $4,310+41.6% |
| Admin fee / account holder | $266 | $151+75.8% | $4,932-94.6% | $188+41.6% |