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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 LLP1 year Service code 27 220 S 6TH ST STE 300 · MINNEAPOLIS, MN 554021418 | Advisory (Plan) | $13,637 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $6,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,529 | $84,487-60.3% | $125,339-73.2% | $66,914-49.9% |
| Participation rate | 34.9% | 76.4%-41.5pp | 82.4%-47.4pp | 69.8%-34.9pp |
| Annual return | -21.11% | -8.39%-12.7pp | 572.05%-593.2pp | 1.58%-22.7pp |
| Employer contribution / active EE | $1,133 | $3,553-68.1% | $4,814-76.5% | $2,544-55.5% |
| Participant deferral / active EE | $2,970 | $6,781-56.2% | $7,446-60.1% | $4,237-29.9% |
| Admin fee / account holder | $225 | $685-67.1% | $10,010-97.8% | $593-62.1% |