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 LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $10,480 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$22,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,510 | $62,127+190.6% | $81,382+121.8% | $74,495+142.3% |
| Participation rate | 79.5% | 64.0%+15.5pp | 69.5%+10.1pp | 67.2%+12.3pp |
| Annual return | 16.72% | 16.48%+0.2pp | 24.73%-8.0pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $3,326 | $1,882+76.7% | $2,463+35.0% | $2,623+26.8% |
| Participant deferral / active EE | $7,611 | $3,229+135.7% | $3,883+96.0% | $4,346+75.1% |
| Admin fee / account holder | -$52 | $1,934-102.7% | $5,768-100.9% | $1,942-102.7% |