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 LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $12,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | $506 |
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 | $91,600 | $99,957-8.4% | $149,696-38.8% | $73,488+24.6% |
| Participation rate | 85.3% | 75.7%+9.6pp | 82.5%+2.9pp | 70.7%+14.7pp |
| Annual return | 23.17% | 53.87%-30.7pp | 276.60%-253.4pp | 28.51%-5.3pp |
| Employer contribution / active EE | $3,636 | $3,191+13.9% | $4,644-21.7% | $2,270+60.2% |
| Participant deferral / active EE | $10,591 | $6,073+74.4% | $6,842+54.8% | $3,740+183.2% |
| Admin fee / account holder | $101 | $551-81.7% | $9,309-98.9% | $513-80.4% |