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 13 · EIN 42-0127290 | Contract Administrator | $91,295 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $11,702 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,027 | $111,491-9.4% | $189,513-46.7% | $86,799+16.4% |
| Participation rate | 95.1% | 87.3%+7.8pp | 87.8%+7.3pp | 72.3%+22.8pp |
| Annual return | 16.73% | 83.50%-66.8pp | 555.15%-538.4pp | 97.91%-81.2pp |
| Employer contribution / active EE | $1,427 | $3,951-63.9% | $6,162-76.8% | $2,405-40.7% |
| Participant deferral / active EE | $6,046 | $6,437-6.1% | $8,221-26.5% | $4,131+46.4% |
| Admin fee / account holder | $88 | $189-53.3% | $12,045-99.3% | $170-48.1% |