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 |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $12,048 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,096 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,781 | $82,978+32.3% | $129,995-15.6% | $71,457+53.6% |
| Participation rate | 98.5% | 74.1%+24.4pp | 78.5%+20.0pp | 67.9%+30.6pp |
| Annual return | 18.24% | 20.60%-2.4pp | -137.18%+155.4pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,530 | $2,622-3.5% | $4,320-41.4% | $2,588-2.2% |
| Participant deferral / active EE | $7,487 | $4,432+68.9% | $5,820+28.6% | $4,289+74.6% |
| Admin fee / account holder | $131 | $1,729-92.4% | $10,614-98.8% | $1,587-91.7% |