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 LLP2 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 · EIN 41-0746749 | Contract Administrator | $10,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,345 | $55,002+60.6% | $59,878+47.5% | $56,287+57.0% |
| Participation rate | 56.0% | 75.9%-19.9pp | 74.7%-18.7pp | 69.9%-13.8pp |
| Annual return | -2.97% | 1.13%-4.1pp | 3.46%-6.4pp | -9.96%+7.0pp |
| Employer contribution / active EE | $2,184 | $2,448-10.8% | $2,722-19.7% | $2,111+3.5% |
| Participant deferral / active EE | $2,257 | $3,121-27.7% | $3,402-33.6% | $3,350-32.6% |
| Admin fee / account holder | $80 | $236-66.2% | $3,590-97.8% | $521-84.7% |