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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 10-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 |
|---|---|---|
Service code 34 · EIN 84-2934577 815 FIRST AVENUE STE 293 · SEATTLE, WA 98104 | Valuation (appraisals, etc.) | $20,500 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 4334 MUNSON ST NW · CANTON, OH 44718 | Accounting | $8,211 |
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 | $584,917 | $93,182+527.7% | $146,665+298.8% | $79,386+636.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 37.39% | 21.61%+15.8pp | 22.74%+14.6pp | 116.85%-79.5pp |
| Employer contribution / active EE | $5,415 | $2,420+123.8% | $4,136+30.9% | $2,427+123.1% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $138 | $585-76.4% | $10,280-98.7% | $626-78.0% |