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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,779 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $21,177 |
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 | $90,217 | $54,045+66.9% | $115,157-21.7% | $65,185+38.4% |
| Participation rate | 99.1% | 63.5%+35.6pp | 75.9%+23.2pp | 70.2%+28.9pp |
| Annual return | 24.10% | 26.55%-2.5pp | 35.60%-11.5pp | 29.38%-5.3pp |
| Employer contribution / active EE | $3,223 | $1,653+95.0% | $3,179+1.4% | $2,177+48.1% |
| Participant deferral / active EE | $6,671 | $2,504+166.4% | $4,168+60.0% | $3,514+89.8% |
| Admin fee / account holder | $186 | $626-70.3% | $7,088-97.4% | $847-78.1% |