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 37 · EIN 04-2647786 | Loan Processing | $24,674 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 16 · EIN 41-0746749 | Consulting | $17,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,083 | $46,173-65.2% | $170,442-90.6% | $69,631-76.9% |
| Participation rate | 86.5% | 63.9%+22.6pp | 83.6%+2.9pp | 70.7%+15.8pp |
| Annual return | 16.46% | 21.62%-5.2pp | 205.93%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,270 | $2,080+9.1% | $4,939-54.1% | $3,224-29.6% |
| Admin fee / account holder | $53 | $116-54.0% | $13,880-99.6% | $110-51.7% |