See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,918 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $10,604 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,145 | $65,862+82.4% | $124,672-3.6% | $79,386+51.3% |
| Participation rate | 99.1% | 62.2%+36.9pp | 74.6%+24.5pp | 70.7%+28.4pp |
| Annual return | 15.90% | 19.02%-3.1pp | 5142.93%-5127.0pp | 116.85%-100.9pp |
| Employer contribution / active EE | $3,560 | $1,883+89.0% | $3,324+7.1% | $2,427+46.6% |
| Participant deferral / active EE | $7,777 | $2,772+180.5% | $4,614+68.5% | $4,046+92.2% |
| Admin fee / account holder | $232 | $673-65.5% | $7,493-96.9% | $626-62.9% |