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 |
|---|---|---|
VERUS9+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $38,333 |
BENESYS, INC.9+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $28,410 |
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $26,174 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN LP Service code 10 · EIN 41-0746749 | Accounting | $17,756 |
BROWNSTEIN RASK LLP6 years Filed as: BROWNSTEIN RASK Service code 29 · EIN 93-0589000 | Legal | $7,410 |
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 | $117,627 | $55,416+112.3% | $75,972+54.8% | $77,643+51.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 15.06% | 17.07%-2.0pp | 359.55%-344.5pp | 31.24%-16.2pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,704 | $3,447+239.5% | $4,255+175.0% | $4,647+151.8% |
| Admin fee / account holder | $287 | $414-30.8% | $6,467-95.6% | $430-33.4% |