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 | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$128,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,301 | $91,372+51.4% | $129,995+6.4% | $74,419+85.8% |
| Participation rate | 97.9% | 77.8%+20.1pp | 78.5%+19.4pp | 70.7%+27.1pp |
| Annual return | 20.98% | 23.21%-2.2pp | -137.18%+158.2pp | 34.38%-13.4pp |
| Employer contribution / active EE | $4,316 | $2,563+68.4% | $4,320-0.1% | $2,637+63.7% |
| Participant deferral / active EE | $7,468 | $4,721+58.2% | $5,820+28.3% | $4,528+64.9% |
| Admin fee / account holder | $102 | $283-63.8% | $10,614-99.0% | $348-70.5% |