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 |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $2,584 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $509 |
Filed as: FIDELITY INVST INST OPER CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$507 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,678 | $76,050-37.3% | $96,544-50.6% | $71,457-33.3% |
| Participation rate | 86.0% | 74.4%+11.6pp | 76.0%+10.1pp | 67.9%+18.1pp |
| Annual return | 16.04% | 22.81%-6.8pp | 25.84%-9.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,888 | $2,244-15.9% | $2,965-36.3% | $2,588-27.0% |
| Participant deferral / active EE | $2,476 | $4,215-41.3% | $4,851-49.0% | $4,289-42.3% |
| Admin fee / account holder | $103 | $2,707-96.2% | $8,252-98.7% | $1,587-93.5% |