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 13 · EIN 41-0746749 801 CHERRY STREET, STE 1400 · FORT WORTH, TX 76102 | Contract Administrator | $5,316 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,553 | $69,362-70.4% | $101,248-79.7% | $73,488-72.0% |
| Participation rate | 98.6% | 68.4%+30.2pp | 75.8%+22.8pp | 70.7%+27.9pp |
| Annual return | 8.03% | 18.46%-10.4pp | 46.47%-38.4pp | 28.51%-20.5pp |
| Employer contribution / active EE | $2,465 | $2,628-6.2% | $3,660-32.6% | $2,270+8.6% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $28 | $704-96.1% | $5,945-99.5% | $513-94.6% |