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 LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 46-0746749 | Accounting | $10,500 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 55 · EIN 41-1416330 | Other Commissions | $8,228 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 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 | $26,234 | $46,297-43.3% | $71,671-63.4% | $62,292-57.9% |
| Participation rate | 32.5% | 60.6%-28.1pp | 68.7%-36.2pp | 69.5%-37.0pp |
| Annual return | 16.08% | 22.32%-6.2pp | 20.65%-4.6pp | 28.90%-12.8pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,207 | $2,235-46.0% | $3,438-64.9% | $3,169-61.9% |
| Admin fee / account holder | $113 | $461-75.4% | $5,558-98.0% | $479-76.3% |