See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 45-0134280 | Bank Trustee | $11,130 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $8,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,489 | $69,362+255.4% | $101,248+143.4% | $73,488+235.4% |
| Participation rate | 99.5% | 68.4%+31.1pp | 75.8%+23.7pp | 70.7%+28.8pp |
| Annual return | 48.14% | 18.46%+29.7pp | 46.47%+1.7pp | 28.51%+19.6pp |
| Employer contribution / active EE | $1,703 | $2,628-35.2% | $3,660-53.5% | $2,270-25.0% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $100 | $704-85.8% | $5,945-98.3% | $513-80.5% |