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 LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $5,723 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,445 | $50,199+201.7% | $70,092+116.1% | $66,914+126.3% |
| Participation rate | 90.1% | 66.3%+23.7pp | 70.5%+19.6pp | 69.8%+20.3pp |
| Annual return | -17.11% | -13.85%-3.3pp | 190.73%-207.8pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3,035 | $1,864+62.8% | $2,559+18.6% | $2,544+19.3% |
| Participant deferral / active EE | $7,277 | $3,112+133.8% | $3,849+89.1% | $4,237+71.7% |
| Admin fee / account holder | $10 | $600-98.4% | $6,267-99.8% | $593-98.4% |