Filed December 7, 2022
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 | $12,045 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$16,022 |
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 | $132,046 | $89,274+47.9% | $149,718-11.8% | $77,958+69.4% |
| Participation rate | 96.9% | 87.6%+9.3pp | 87.1%+9.9pp | 71.6%+25.3pp |
| Annual return | 19.90% | 20.36%-0.5pp | 1501.63%-1481.7pp | 20.87%-1.0pp |
| Employer contribution / active EE | $5,508 | $3,727+47.8% | $5,445+1.2% | $2,310+138.4% |
| Participant deferral / active EE | $6,269 | $5,382+16.5% | $6,569-4.6% | $3,537+77.3% |
| Admin fee / account holder | -$2 | $240-101.0% | $11,283-100.0% | $97-102.4% |