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 WEALTH ADVISORS Service code 99 · EIN 41-0746749 | Other Fees | $19,369 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,883 | $31,388-43.0% | $73,545-75.7% | $62,292-71.3% |
| Participation rate | 98.4% | 39.9%+58.6pp | 54.9%+43.5pp | 69.5%+28.9pp |
| Annual return | 11.40% | 25.34%-13.9pp | -15.16%+26.6pp | 28.90%-17.5pp |
| Employer contribution / active EE | $733 | $498+47.1% | $1,219-39.9% | $2,042-64.1% |
| Participant deferral / active EE | $1,443 | $1,028+40.3% | $1,806-20.1% | $3,169-54.5% |
| Admin fee / account holder | $225 | $299-24.8% | $2,320-90.3% | $479-53.0% |