See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $10,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$15,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,051 | $66,457+9.9% | $81,382-10.2% | $77,643-5.9% |
| Participation rate | 87.9% | 68.7%+19.2pp | 69.5%+18.5pp | 70.6%+17.4pp |
| Annual return | 14.36% | 15.93%-1.6pp | 24.73%-10.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,187 | $2,159+1.3% | $2,463-11.2% | $2,726-19.8% |
| Participant deferral / active EE | $3,809 | $3,679+3.5% | $3,883-1.9% | $4,647-18.0% |
| Admin fee / account holder | -$7 | $583-101.2% | $5,768-100.1% | $430-101.6% |