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 34 · EIN 84-2934577 815 FIRST AVENUE STE 293 · SEATTLE, WA 98104 | Valuation (appraisals, etc.) | $34,000 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 4334 MUNSON ST NW · CANTON, OH 44735 | Accounting | $9,378 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $450,016 | $81,474+452.3% | $133,956+235.9% | $73,488+512.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 22.01% | 19.40%+2.6pp | 45.09%-23.1pp | 28.51%-6.5pp |
| Employer contribution / active EE | $5,352 | $2,209+142.2% | $3,919+36.6% | $2,270+135.7% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $195 | $713-72.7% | $8,927-97.8% | $513-62.1% |