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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,233 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,500 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $10,500 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $8,750 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $8,750 |
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 | $75,111 | $69,477+8.1% | $94,646-20.6% | $71,457+5.1% |
| Participation rate | 82.7% | 78.4%+4.3pp | 80.8%+1.9pp | 67.9%+14.8pp |
| Annual return | 25.03% | 29.66%-4.6pp | 156.71%-131.7pp | 28.85%-3.8pp |
| Employer contribution / active EE | $2,220 | $2,853-22.2% | $3,672-39.5% | $2,588-14.2% |
| Participant deferral / active EE | $11,179 | $7,345+52.2% | $7,418+50.7% | $4,289+160.7% |
| Admin fee / account holder | $187 | $1,210-84.6% | $7,231-97.4% | $1,587-88.2% |