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 36-4799908 150 SOUTH FIFTH ST · MINNEAPOLIS, MN 55402 | Valuation (appraisals, etc.) | $25,500 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 4334 MUNSON ST NW · CANTON, OH 44718 | Accounting | $14,279 |
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 | $600,240 | $88,083+581.4% | $164,813+264.2% | $74,495+705.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 23.07% | 17.26%+5.8pp | 69.93%-46.9pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $5,845 | $2,593+125.4% | $4,341+34.6% | $2,623+122.8% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $190 | $2,234-91.5% | $12,690-98.5% | $1,942-90.2% |