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 508 YALE AVE N #123 · SEATTLE, WA 98109 | Valuation (appraisals, etc.) | $22,300 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 4334 MUNSON ST NW · CANTON, OH 44718 | Accounting | $10,735 |
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 | $527,136 | $86,655+508.3% | $119,609+340.7% | $66,914+687.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 1.18% | -8.00%+9.2pp | -14.97%+16.1pp | 1.58%-0.4pp |
| Employer contribution / active EE | $5,279 | $2,536+108.2% | $4,232+24.7% | $2,544+107.5% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $160 | $755-78.8% | $10,323-98.4% | $593-73.0% |