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, OH 55402 | Valuation (appraisals, etc.) | $27,218 |
CLIFTONLARSONALLEN LLP11+ years Service code 10 · EIN 41-0746749 4334 MUNSON ST NW · CANTON, OH 44718 | Accounting | $15,745 |
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 | $547,745 | $96,484+467.7% | $156,263+250.5% | $74,304+637.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 19.64% | 17.73%+1.9pp | 59.47%-39.8pp | 29.43%-9.8pp |
| Employer contribution / active EE | $5,775 | $2,528+128.4% | $4,333+33.3% | $2,241+157.7% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $196 | $3,728-94.7% | $14,255-98.6% | $2,969-93.4% |