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 37 · EIN 04-2647786 | Loan Processing | $31,717 |
CLIFTONLARSONALLEN LLP5+ years Filed as: BTVK, LLP Service code 10 · EIN 39-0859910 | Accounting | $7,900 |
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 | $32,358 | $40,174-19.5% | $84,015-61.5% | $67,579-52.1% |
| Participation rate | 70.3% | 62.7%+7.6pp | 69.0%+1.3pp | 71.3%-1.0pp |
| Annual return | 23.32% | 25.82%-2.5pp | 71.31%-48.0pp | 378.56%-355.2pp |
| Employer contribution / active EE | $390 | $808-51.7% | $1,983-80.3% | $2,148-81.8% |
| Participant deferral / active EE | $1,228 | $2,301-46.6% | $3,239-62.1% | $3,539-65.3% |
| Admin fee / account holder | $47 | $128-63.6% | $6,101-99.2% | $142-67.2% |