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 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $14,231 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSONALLEN WEALTH ADVISORS Service code 27 610 WEST GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $10,816 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,435 | $55,453-61.3% | $170,442-87.4% | $62,292-65.6% |
| Participation rate | 88.1% | 66.4%+21.8pp | 83.6%+4.5pp | 69.5%+18.6pp |
| Annual return | 13.87% | 21.38%-7.5pp | 205.93%-192.1pp | 28.90%-15.0pp |
| Employer contribution / active EE | $336 | $2,164-84.5% | $5,433-93.8% | $2,042-83.6% |
| Participant deferral / active EE | $1,715 | $2,303-25.5% | $4,939-65.3% | $3,169-45.9% |
| Admin fee / account holder | $240 | $455-47.3% | $13,880-98.3% | $479-49.9% |