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 30-0219031 | Recordkeeping | $72,327 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $25,200 |
Service code 10 · EIN 13-1577780 | Accounting | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,992 | $58,778-74.5% | $129,207-88.4% | $77,643-80.7% |
| Participation rate | 100.0% | 59.2%+40.8pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 10.19% | 24.73%-14.5pp | 9417.33%-9407.1pp | 31.24%-21.0pp |
| Employer contribution / active EE | $1,648 | $1,952-15.6% | $4,153-60.3% | $2,726-39.6% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $4,168-100.0% | $4,647-100.0% |
| Admin fee / account holder | $121 | $589-79.4% | $7,715-98.4% | $430-71.8% |