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 37 · EIN 04-2647786 | Loan Processing | $77,904 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $6,825 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,497 | $78,275-87.9% | $109,143-91.3% | $86,799-89.1% |
| Participation rate | 96.3% | 73.8%+22.5pp | 75.9%+20.4pp | 72.3%+24.0pp |
| Annual return | 12.59% | 19.14%-6.6pp | 25.75%-13.2pp | 97.91%-85.3pp |
| Employer contribution / active EE | $2,637 | $3,105-15.1% | $3,722-29.1% | $2,405+9.6% |
| Participant deferral / active EE | $1,284 | $3,641-64.7% | $4,653-72.4% | $4,131-68.9% |
| Admin fee / account holder | $72 | $198-63.9% | $6,752-98.9% | $170-57.8% |