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 LLP1 year Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749 | Advisory (Participants) | $25,895 |
CLIFTONLARSONALLEN LLP1 year Service code 15 · EIN 41-0746749 | Recordkeeping | $9,780 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $7,399 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $4,723 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,147 | $55,636+8.1% | $81,983-26.6% | $73,488-18.2% |
| Participation rate | 97.7% | 62.3%+35.4pp | 69.2%+28.5pp | 70.7%+27.1pp |
| Annual return | 8.54% | 19.07%-10.5pp | 41.31%-32.8pp | 28.51%-20.0pp |
| Employer contribution / active EE | $881 | $1,625-45.8% | $2,498-64.7% | $2,270-61.2% |
| Participant deferral / active EE | $3,128 | $2,762+13.2% | $3,722-16.0% | $3,740-16.4% |
| Admin fee / account holder | $293 | $493-40.6% | $5,664-94.8% | $513-42.9% |