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 | $79,944 |
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $34,138 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $6,983 |
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 | $38,820 | $52,670-26.3% | $90,404-57.1% | $73,409-47.1% |
| Participation rate | 96.2% | 67.7%+28.5pp | 72.7%+23.5pp | 72.2%+24.0pp |
| Annual return | 21.46% | 20.70%+0.8pp | 1293.02%-1271.6pp | 59.29%-37.8pp |
| Employer contribution / active EE | $590 | $1,872-68.5% | $3,262-81.9% | $2,234-73.6% |
| Participant deferral / active EE | $2,098 | $2,807-25.2% | $3,963-47.1% | $3,805-44.9% |
| Admin fee / account holder | $237 | $117+103.3% | $5,611-95.8% | $158+50.3% |