Filed June 5, 2023
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 15 · EIN 04-2647786 | Recordkeeping | $185,379 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $6,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,838 | $73,034+5.2% | $77,163-0.4% | $80,160-4.1% |
| Participation rate | 96.5% | 78.1%+18.4pp | 69.6%+27.0pp | 72.9%+23.6pp |
| Annual return | 18.19% | 18.56%-0.4pp | 37.87%-19.7pp | 40.38%-22.2pp |
| Employer contribution / active EE | $4,564 | $2,779+64.2% | $2,535+80.1% | $2,978+53.3% |
| Participant deferral / active EE | $5,601 | $4,140+35.3% | $3,833+46.1% | $5,017+11.6% |
| Admin fee / account holder | $70 | $104-32.9% | $5,472-98.7% | $145-52.0% |