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 Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749 | Advisory (Participants) | $39,459 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $3,761 |
CLIFTONLARSONALLEN LLP2 years Service code 15 · EIN 41-0746749 | Recordkeeping | $3,471 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,097 | $60,776+31.8% | $85,682-6.5% | $79,386+0.9% |
| Participation rate | 95.2% | 62.1%+33.1pp | 69.9%+25.4pp | 70.7%+24.5pp |
| Annual return | 28.95% | 16.57%+12.4pp | 21.49%+7.5pp | 116.85%-87.9pp |
| Employer contribution / active EE | $902 | $1,663-45.8% | $2,618-65.6% | $2,427-62.9% |
| Participant deferral / active EE | $3,369 | $2,919+15.4% | $3,923-14.1% | $4,046-16.7% |
| Admin fee / account holder | $327 | $438-25.5% | $6,873-95.2% | $626-47.9% |