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 27 · EIN 43-1451524 | Advisory (Plan) | $35,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,044 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $18,270 |
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 | $109,411 | $88,634+23.4% | $101,326+8.0% | $74,304+47.2% |
| Participation rate | 88.9% | 76.9%+12.0pp | 81.5%+7.4pp | 60.3%+28.5pp |
| Annual return | 17.44% | 33.10%-15.7pp | 36.82%-19.4pp | 29.43%-12.0pp |
| Employer contribution / active EE | $3,469 | $2,930+18.4% | $3,665-5.4% | $2,241+54.8% |
| Participant deferral / active EE | $12,971 | $7,322+77.2% | $7,994+62.3% | $3,767+244.3% |
| Admin fee / account holder | $246 | $2,425-89.9% | $11,185-97.8% | $2,969-91.7% |