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 Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749 | Advisory (Participants) | $18,251 |
CLIFTONLARSONALLEN LLP3 years Service code 15 · EIN 41-0746749 | Recordkeeping | $2,750 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $2,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,259 | $63,442+18.6% | $68,791+9.4% | $66,914+12.5% |
| Participation rate | 87.1% | 60.0%+27.1pp | 69.0%+18.1pp | 69.8%+17.3pp |
| Annual return | -17.45% | -8.29%-9.2pp | -6.38%-11.1pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,019 | $1,775-42.6% | $2,655-61.6% | $2,544-59.9% |
| Participant deferral / active EE | $3,384 | $2,945+14.9% | $3,941-14.1% | $4,237-20.1% |
| Admin fee / account holder | $175 | $577-69.7% | $4,932-96.5% | $593-70.5% |