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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS3+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $33,945 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $23,840 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,977 |
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 | $58,533 | $44,989+30.1% | $170,442-65.7% | $77,958-24.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 17.93% | 19.61%-1.7pp | 205.93%-188.0pp | 20.87%-2.9pp |
| Employer contribution / active EE | $1,937 | $1,466+32.1% | $5,433-64.3% | $2,310-16.2% |
| Participant deferral / active EE | $2,498 | $2,208+13.2% | $4,939-49.4% | $3,537-29.4% |
| Admin fee / account holder | $6 | $69-91.4% | $13,880-100.0% | $97-93.9% |