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 LLP4 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 · EIN 41-0746749 | Contract Administrator | $19,078 |
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 | $89,876 | $65,322+37.6% | $70,449+27.6% | $73,488+22.3% |
| Participation rate | 58.7% | 77.0%-18.2pp | 75.1%-16.3pp | 70.7%-11.9pp |
| Annual return | 9.71% | 15.71%-6.0pp | 109.03%-99.3pp | 28.51%-18.8pp |
| Employer contribution / active EE | $2,041 | $2,460-17.0% | $2,737-25.4% | $2,270-10.1% |
| Participant deferral / active EE | $2,074 | $3,375-38.5% | $3,709-44.1% | $3,740-44.5% |
| Admin fee / account holder | $178 | $214-16.8% | $3,845-95.4% | $513-65.3% |