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 |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSENALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,353 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,022 | $54,558-65.1% | $76,002-75.0% | $74,546-74.5% |
| Participation rate | 82.6% | 60.3%+22.3pp | 69.1%+13.5pp | 67.2%+15.4pp |
| Annual return | 6.64% | 31.83%-25.2pp | 360.07%-353.4pp | 1366.03%-1359.4pp |
| Employer contribution / active EE | $494 | $1,778-72.2% | $2,688-81.6% | $2,624-81.2% |
| Participant deferral / active EE | $1,591 | $3,065-48.1% | $4,257-62.6% | $4,347-63.4% |
| Admin fee / account holder | $241 | $2,232-89.2% | $6,414-96.2% | $1,944-87.6% |