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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,978 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $8,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,672 | $64,705+12.3% | $62,929+15.5% | $67,986+6.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 12.89% | 20.31%-7.4pp | 1063.93%-1051.0pp | 31.67%-18.8pp |
| Employer contribution / active EE | $4,021 | $2,376+69.2% | $2,505+60.5% | $2,019+99.2% |
| Participant deferral / active EE | $6,430 | $3,198+101.1% | $3,888+65.4% | $3,358+91.5% |
| Admin fee / account holder | $68 | $1,428-95.2% | $5,065-98.7% | $3,203-97.9% |