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.
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 99 · EIN 04-0333521 | Other Fees | $17,850 |
ASCENSUS LLC5 years Filed as: THE HILB GROUP OF NEW ENGLAND LLC Service code 49 · EIN 47-4324398 2000 CHAPEL VIEW BLVD · CRANSTON, RI 02920 | Other Services | $0 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INSURANCE Service code 22 · EIN 51-0120742 | Insurance Broker | $0 |
Service code 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,951 | $100,923+52.5% | $150,045+2.6% | $74,304+107.2% |
| Participation rate | 93.4% | 70.1%+23.3pp | 82.3%+11.1pp | 60.3%+33.0pp |
| Annual return | 13.73% | 51.77%-38.0pp | 62.55%-48.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $7,187 | $3,463+107.5% | $4,693+53.1% | $2,241+220.7% |
| Participant deferral / active EE | $9,341 | $6,709+39.2% | $7,997+16.8% | $3,767+148.0% |
| Admin fee / account holder | $125 | $2,767-95.5% | $13,435-99.1% | $2,969-95.8% |