Filed April 17, 2024
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 Service code 99 · EIN 41-0746749 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,279 | $37,044-39.9% | $71,796-69.0% | $57,658-61.4% |
| Participation rate | 62.9% | 61.1%+1.8pp | 69.1%-6.2pp | 70.2%-7.3pp |
| Annual return | 8.25% | 12.64%-4.4pp | 78.04%-69.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $639 | $720-11.3% | $1,924-66.8% | $1,974-67.6% |
| Participant deferral / active EE | $1,336 | $1,974-32.3% | $2,794-52.2% | $3,061-56.4% |
| Admin fee / account holder | $18 | $101-82.4% | $4,815-99.6% | $95-81.2% |