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 LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $6,825 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,939 | $56,423+190.6% | $77,163+112.5% | $71,457+129.4% |
| Participation rate | 94.9% | 64.3%+30.6pp | 69.6%+25.4pp | 67.9%+27.0pp |
| Annual return | 17.71% | 19.05%-1.3pp | 37.87%-20.2pp | 28.85%-11.1pp |
| Employer contribution / active EE | $3,504 | $1,866+87.8% | $2,535+38.2% | $2,588+35.4% |
| Participant deferral / active EE | $7,961 | $3,142+153.4% | $3,833+107.7% | $4,289+85.6% |
| Admin fee / account holder | -$28 | $1,429-102.0% | $5,472-100.5% | $1,587-101.8% |