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 Service code 10 · EIN 41-0746749 | Accounting | $12,600 |
Service code 37 · EIN 39-6040276 | Loan Processing | $2,150 |
Service code 15 · EIN 01-1233346 | Recordkeeping | $494 |
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 | $34,413 | $51,045-32.6% | $70,515-51.2% | $71,457-51.8% |
| Participation rate | 69.8% | 59.4%+10.4pp | 68.3%+1.5pp | 67.9%+1.9pp |
| Annual return | 13.79% | 42.63%-28.8pp | 32.77%-19.0pp | 28.85%-15.1pp |
| Employer contribution / active EE | $693 | $1,790-61.3% | $2,973-76.7% | $2,588-73.2% |
| Participant deferral / active EE | $2,380 | $3,026-21.4% | $4,567-47.9% | $4,289-44.5% |
| Admin fee / account holder | $211 | $1,994-89.4% | $6,412-96.7% | $1,587-86.7% |