See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $44,147 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,454 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,812 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,909 | $92,055+15.1% | $106,213-0.3% | $77,643+36.4% |
| Participation rate | 94.9% | 81.0%+13.8pp | 75.3%+19.6pp | 70.6%+24.3pp |
| Annual return | 15.45% | 17.91%-2.5pp | 116.14%-100.7pp | 31.24%-15.8pp |
| Employer contribution / active EE | $4,236 | $3,367+25.8% | $3,171+33.6% | $2,726+55.4% |
| Participant deferral / active EE | $6,394 | $5,386+18.7% | $5,016+27.5% | $4,647+37.6% |
| Admin fee / account holder | $139 | $219-36.7% | $11,033-98.7% | $430-67.8% |