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 LLP5 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 · EIN 41-0746749 | Contract Administrator | $15,571 |
ALERUS FINANCIAL, N.A.1 year Service code 64 · EIN 45-0140105 | Recordkeeping Fees | $6,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,425 | $74,706+43.8% | $75,696+41.9% | $79,386+35.3% |
| Participation rate | 51.9% | 75.3%-23.5pp | 74.8%-23.0pp | 70.7%-18.8pp |
| Annual return | 10.28% | 18.52%-8.2pp | 104.53%-94.2pp | 116.85%-106.6pp |
| Employer contribution / active EE | $2,044 | $2,590-21.1% | $2,743-25.5% | $2,427-15.8% |
| Participant deferral / active EE | $1,908 | $3,533-46.0% | $3,821-50.1% | $4,046-52.8% |
| Admin fee / account holder | $252 | $374-32.8% | $3,619-93.0% | $626-59.8% |