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 LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $14,001 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,266 | $71,142+64.8% | $119,609-2.0% | $64,808+80.9% |
| Participation rate | 98.2% | 78.6%+19.6pp | 79.3%+18.9pp | 71.5%+26.7pp |
| Annual return | -17.43% | -10.01%-7.4pp | -14.97%-2.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $4,518 | $2,497+80.9% | $4,232+6.8% | $2,506+80.3% |
| Participant deferral / active EE | $7,208 | $4,490+60.6% | $5,602+28.7% | $4,310+67.2% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |