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+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $6,000 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,271 | $45,566-44.5% | $64,105-60.6% | $59,632-57.6% |
| Participation rate | 41.8% | 60.2%-18.4pp | 68.2%-26.4pp | 68.7%-26.9pp |
| Annual return | -0.89% | 4.95%-5.8pp | 791.24%-792.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $215 | $934-77.0% | $1,820-88.2% | $2,203-90.3% |
| Participant deferral / active EE | $1,123 | $2,057-45.4% | $2,822-60.2% | $3,192-64.8% |
| Admin fee / account holder | $195 | $3,268-94.0% | $4,499-95.7% | $4,297-95.5% |