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 LLP3 years Filed as: CLIFTONLARSONALLEN Service code 13 · EIN 41-0746749 801 CHERRY STREET, STE 1400 · FORT WORTH, TX 76102 | Contract Administrator | $15,274 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,652 | $77,660-70.8% | $109,143-79.2% | $79,386-71.5% |
| Participation rate | 96.8% | 67.8%+29.0pp | 75.9%+20.9pp | 70.7%+26.0pp |
| Annual return | 10.33% | 23.44%-13.1pp | 25.75%-15.4pp | 116.85%-106.5pp |
| Employer contribution / active EE | $2,273 | $2,797-18.8% | $3,722-38.9% | $2,427-6.4% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $77 | $732-89.5% | $6,752-98.9% | $626-87.8% |