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.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $14,350 |
FARTHER FINANCE ADVISORS LLC2 years Filed as: FARTHER FINANCE, INC. Service code 27 · EIN 83-4348882 | Advisory (Plan) | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,281 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,244 | $95,880-79.9% | $107,525-82.1% | $85,563-77.5% |
| Participation rate | 76.7% | 70.1%+6.5pp | 75.1%+1.6pp | 66.0%+10.7pp |
| Annual return | 16.43% | 68.06%-51.6pp | 181.32%-164.9pp | 31.51%-15.1pp |
| Employer contribution / active EE | $398 | $3,812-89.6% | $3,754-89.4% | $2,654-85.0% |
| Participant deferral / active EE | $2,014 | $4,201-52.1% | $5,116-60.6% | $4,375-54.0% |
| Admin fee / account holder | $46 | $1,025-95.5% | $8,919-99.5% | $834-94.5% |