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 |
|---|---|---|
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN Service code 10 301 SW ADAMS · PEORIA, IL 616561835 | Accounting | $9,600 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,816 | $80,177+12.0% | $123,892-27.5% | $57,658+55.8% |
| Participation rate | 99.5% | 74.4%+25.1pp | 81.4%+18.1pp | 70.2%+29.3pp |
| Annual return | 9.23% | 17.90%-8.7pp | 47.52%-38.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $3,504 | $2,913+20.3% | $4,617-24.1% | $1,974+77.5% |
| Participant deferral / active EE | $6,738 | $5,130+31.3% | $5,984+12.6% | $3,061+120.2% |
| Admin fee / account holder | $3 | $106-97.4% | $8,357-100.0% | $95-97.1% |