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 16 · EIN 81-3320514 | Consulting | $81,057 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $47,418 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $6,500 |
Employer 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 | $33,655 | $46,100-27.0% | $86,590-61.1% | $69,631-51.7% |
| Participation rate | 95.6% | 67.2%+28.4pp | 73.5%+22.0pp | 70.7%+24.9pp |
| Annual return | 15.21% | 21.02%-5.8pp | 964.84%-949.6pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $186 | $1,850-90.0% | $2,839-93.5% | $2,032-90.9% |
| Participant deferral / active EE | $1,309 | $2,432-46.2% | $3,609-63.7% | $3,224-59.4% |
| Admin fee / account holder | $261 | $94+177.7% | $4,906-94.7% | $110+135.9% |