See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP9 years Service code 16 · EIN 41-0746749 | Consulting | $5,891 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,156 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,421 | $78,485-65.1% | $106,213-74.2% | $74,495-63.2% |
| Participation rate | 88.1% | 72.8%+15.2pp | 75.3%+12.8pp | 67.2%+20.9pp |
| Annual return | 14.76% | 15.95%-1.2pp | 116.14%-101.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $888 | $2,523-64.8% | $3,171-72.0% | $2,623-66.1% |
| Participant deferral / active EE | $3,102 | $4,322-28.2% | $5,016-38.2% | $4,346-28.6% |
| Admin fee / account holder | $42 | $2,232-98.1% | $11,033-99.6% | $1,942-97.9% |