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 Service code 10 · EIN 41-0746749 | Accounting | $16,107 |
Service code 37 · EIN 39-6040276 | Loan Processing | $5,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,502 | $54,517-27.5% | $75,972-48.0% | $74,495-47.0% |
| Participation rate | 68.0% | 60.3%+7.7pp | 69.1%-1.1pp | 67.2%+0.8pp |
| Annual return | 11.84% | 31.82%-20.0pp | 359.55%-347.7pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $751 | $1,777-57.8% | $2,685-72.0% | $2,623-71.4% |
| Participant deferral / active EE | $2,539 | $3,066-17.2% | $4,255-40.3% | $4,346-41.6% |
| Admin fee / account holder | $234 | $2,229-89.5% | $6,467-96.4% | $1,942-88.0% |