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 LLP3+ years Filed as: CLIFTONLARSONALLEN Service code 10 301 SW ADAMS · PEORIA, IL 616561835 | Accounting | $9,800 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,175 |
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 | $110,266 | $155,795-29.2% | $136,294-19.1% | $69,631+58.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.00% | 232464.33%-232446.3pp | 5155.94%-5137.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $3,688 | $2,991+23.3% | $4,695-21.5% | $2,032+81.5% |
| Participant deferral / active EE | $7,328 | $5,394+35.9% | $6,247+17.3% | $3,224+127.3% |
| Admin fee / account holder | $4 | $128-96.6% | $9,243-100.0% | $110-96.0% |