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 4-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+ years Filed as: CLIFTONLARSONALLEN Service code 26 · EIN 41-0746749 220 S. 6TH ST. STE 300 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $36,629 | $41,854-12.5% | $73,843-50.4% | $52,331-30.0% |
| Participation rate | 18.1% | 66.2%-48.1pp | 73.4%-55.3pp | 68.1%-50.0pp |
| Annual return | -0.67% | 2.11%-2.8pp | 2267.84%-2268.5pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $463 | $2,498-81.5% | $3,583-87.1% | $3,022-84.7% |
| Admin fee / account holder | $1 | $493-99.8% | $4,880-100.0% | $592-99.8% |