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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP7+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $6,563 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $5,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,808 | $59,805-50.2% | $79,550-62.5% | $68,494-56.5% |
| Participation rate | 64.0% | 61.1%+3.0pp | 69.5%-5.4pp | 67.9%-3.8pp |
| Annual return | -15.24% | -12.30%-2.9pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,863 | $3,024+27.7% | $3,985-3.1% | $4,027-4.1% |
| Admin fee / account holder | $125 | $4,835-97.4% | $6,832-98.2% | $5,403-97.7% |