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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 |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $39,031 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON, LARSON, ALLEN Service code 16 · EIN 41-0746749 | Consulting | $14,740 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,672 | $79,523+0.2% | $140,016-43.1% | $56,287+41.5% |
| Participation rate | 97.9% | 85.7%+12.2pp | 87.5%+10.4pp | 69.9%+28.0pp |
| Annual return | 7.11% | 2.39%+4.7pp | 651.12%-644.0pp | -9.96%+17.1pp |
| Employer contribution / active EE | $1,818 | $3,350-45.7% | $5,606-67.6% | $2,111-13.9% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $197 | $614-67.9% | $10,705-98.2% | $521-62.1% |