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 | $8,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,281 | $46,553+83.2% | $64,056+33.1% | $75,163+13.5% |
| Participation rate | 95.8% | 65.9%+29.9pp | 72.3%+23.5pp | 67.2%+28.6pp |
| Annual return | 15.47% | 26.03%-10.6pp | 33.69%-18.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $10,865 | $1,974+450.4% | $2,747+295.6% | $2,670+306.9% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $60 | $2,952-98.0% | $3,068-98.0% | $5,651-98.9% |