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 9-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: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749 | Advisory (Participants) | $8,077 |
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 | $21,052 | $50,082-58.0% | $93,406-77.5% | $79,858-73.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 15.62% | 24.59%-9.0pp | 78.05%-62.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,716 | $1,303+31.7% | $2,075-17.3% | $2,471-30.5% |
| Participant deferral / active EE | $3,562 | $2,212+61.0% | $3,126+14.0% | $3,740-4.8% |
| Admin fee / account holder | $102 | $3,454-97.0% | $5,230-98.0% | $5,306-98.1% |