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 LLP8+ years Filed as: BTVK, LLP Service code 10 · EIN 39-0859910 | Accounting | $17,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,031 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,445 | $42,353-25.8% | $79,550-60.5% | $64,808-51.5% |
| Participation rate | 74.1% | 64.8%+9.3pp | 69.5%+4.6pp | 71.5%+2.6pp |
| Annual return | -17.35% | -12.24%-5.1pp | 0.16%-17.5pp | 32.82%-50.2pp |
| Employer contribution / active EE | $539 | $1,181-54.4% | $2,413-77.7% | $2,506-78.5% |
| Participant deferral / active EE | $1,831 | $3,170-42.2% | $3,985-54.0% | $4,310-57.5% |
| Admin fee / account holder | $25 | $160-84.1% | $6,832-99.6% | $188-86.5% |