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 Service code 10 · EIN 41-0746749 | Accounting | $16,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
Annual investment return 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 | $90,997 | $84,487+7.7% | $125,339-27.4% | $66,914+36.0% |
| Participation rate | 84.4% | 76.4%+8.0pp | 82.4%+2.0pp | 69.8%+14.6pp |
| Annual return | -20.93% | -8.39%-12.5pp | 572.05%-593.0pp | 1.58%-22.5pp |
| Employer contribution / active EE | $4,177 | $3,553+17.6% | $4,814-13.2% | $2,544+64.2% |
| Participant deferral / active EE | $12,115 | $6,781+78.7% | $7,446+62.7% | $4,237+185.9% |
| Admin fee / account holder | $124 | $685-81.9% | $10,010-98.8% | $593-79.1% |