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 99 · EIN 41-0746749 | Other Fees | $5,250 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $2,668 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $559 |
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 | $65,973 | $89,739-26.5% | $149,718-55.9% | $62,292+5.9% |
| Participation rate | 89.8% | 85.1%+4.7pp | 87.1%+2.7pp | 69.5%+20.3pp |
| Annual return | 17.72% | 21.01%-3.3pp | 1501.63%-1483.9pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,597 | $3,233-50.6% | $5,445-70.7% | $2,042-21.8% |
| Participant deferral / active EE | $3,467 | $4,797-27.7% | $6,569-47.2% | $3,169+9.4% |
| Admin fee / account holder | $31 | $551-94.3% | $11,283-99.7% | $479-93.5% |