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 | $43,056 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $10,294 |
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 | $102,781 | $59,328+73.2% | $118,925-13.6% | $73,488+39.9% |
| Participation rate | 98.8% | 62.3%+36.5pp | 75.4%+23.4pp | 70.7%+28.1pp |
| Annual return | 16.08% | 19.13%-3.1pp | 35.88%-19.8pp | 28.51%-12.4pp |
| Employer contribution / active EE | $3,242 | $1,803+79.8% | $3,263-0.6% | $2,270+42.8% |
| Participant deferral / active EE | $6,802 | $2,604+161.2% | $4,265+59.5% | $3,740+81.9% |
| Admin fee / account holder | $192 | $600-68.0% | $6,581-97.1% | $513-62.6% |