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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,249 |
CLIFTONLARSONALLEN LLP5 years Service code 10 201 FRONTENAC AVENUE · STEVENS POINT, WI 54481 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,698 | $60,776-8.4% | $85,682-35.0% | $79,386-29.8% |
| Participation rate | 59.4% | 62.1%-2.7pp | 69.9%-10.4pp | 70.7%-11.3pp |
| Annual return | 10.86% | 16.57%-5.7pp | 21.49%-10.6pp | 116.85%-106.0pp |
| Employer contribution / active EE | $542 | $1,663-67.4% | $2,618-79.3% | $2,427-77.7% |
| Participant deferral / active EE | $2,022 | $2,919-30.7% | $3,923-48.4% | $4,046-50.0% |
| Admin fee / account holder | $43 | $438-90.3% | $6,873-99.4% | $626-93.2% |