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 LLP1 year Filed as: CLIFTON LARSONALLEN, LLP Service code 10 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Accounting | $10,407 |
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $7,342 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,773 | $64,909-29.5% | $82,313-44.4% | $62,292-26.5% |
| Participation rate | 86.3% | 74.9%+11.4pp | 76.9%+9.4pp | 69.5%+16.8pp |
| Annual return | 11.56% | 21.18%-9.6pp | 25.88%-14.3pp | 28.90%-17.3pp |
| Employer contribution / active EE | $507 | $1,676-69.7% | $2,428-79.1% | $2,042-75.2% |
| Participant deferral / active EE | $1,787 | $3,103-42.4% | $3,706-51.8% | $3,169-43.6% |
| Admin fee / account holder | $160 | $440-63.5% | $5,608-97.1% | $479-66.5% |