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 LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $6,435 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,038 |
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 | $183,783 | $54,590+236.7% | $81,930+124.3% | $73,488+150.1% |
| Participation rate | 87.5% | 68.3%+19.2pp | 72.0%+15.5pp | 70.7%+16.8pp |
| Annual return | 18.90% | 17.74%+1.2pp | 29.49%-10.6pp | 28.51%-9.6pp |
| Employer contribution / active EE | $2,910 | $1,636+77.8% | $4,310-32.5% | $2,270+28.2% |
| Participant deferral / active EE | $6,973 | $2,759+152.7% | $7,107-1.9% | $3,740+86.5% |
| Admin fee / account holder | $20 | $592-96.6% | $5,158-99.6% | $513-96.1% |