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 | $79,913 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $41,175 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $6,800 |
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 | $33,449 | $54,237-38.3% | $90,281-63.0% | $67,579-50.5% |
| Participation rate | 88.5% | 68.6%+19.9pp | 73.3%+15.2pp | 71.3%+17.2pp |
| Annual return | 21.11% | 37.27%-16.2pp | 78.10%-57.0pp | 378.56%-357.4pp |
| Employer contribution / active EE | $399 | $1,846-78.4% | $2,854-86.0% | $2,148-81.4% |
| Participant deferral / active EE | $1,271 | $2,625-51.6% | $3,885-67.3% | $3,539-64.1% |
| Admin fee / account holder | $251 | $123+103.2% | $5,351-95.3% | $142+76.2% |