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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,585 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,693 |
CLIFTONLARSONALLEN LLP1 year Service code 16 · EIN 41-0746749 | Consulting | $6,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,401 | $94,876-47.9% | $82,389-40.0% | $102,872-52.0% |
| Participation rate | 64.0% | 70.6%-6.6pp | 69.5%-5.6pp | 73.0%-9.0pp |
| Annual return | 17.04% | 17.83%-0.8pp | 28.67%-11.6pp | 19.06%-2.0pp |
| Employer contribution / active EE | $674 | $3,789-82.2% | $2,517-73.2% | $3,526-80.9% |
| Participant deferral / active EE | $3,877 | $4,496-13.8% | $4,155-6.7% | $5,535-30.0% |
| Admin fee / account holder | $85 | $214-60.3% | $7,231-98.8% | $292-71.0% |