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 LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $6,773 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,962 | $59,584+245.7% | $86,874+137.1% | $79,386+159.4% |
| Participation rate | 87.9% | 67.7%+20.3pp | 71.6%+16.3pp | 70.7%+17.2pp |
| Annual return | 15.37% | 23.15%-7.8pp | 63.52%-48.2pp | 116.85%-101.5pp |
| Employer contribution / active EE | $2,811 | $1,768+59.0% | $2,495+12.6% | $2,427+15.8% |
| Participant deferral / active EE | $7,154 | $3,036+135.6% | $3,699+93.4% | $4,046+76.8% |
| Admin fee / account holder | $21 | $604-96.6% | $5,828-99.6% | $626-96.7% |