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 | $5,415 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$9,325 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,807 | $48,335+133.4% | $121,098-6.8% | $71,457+57.9% |
| Participation rate | 74.4% | 54.3%+20.1pp | 69.5%+4.9pp | 67.9%+6.5pp |
| Annual return | 15.50% | 23.32%-7.8pp | 985.75%-970.2pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,871 | $1,489+92.9% | $4,164-31.0% | $2,588+11.0% |
| Participant deferral / active EE | $3,331 | $2,754+21.0% | $4,080-18.4% | $4,289-22.3% |
| Admin fee / account holder | -$0 | $1,841-100.0% | $5,644-100.0% | $1,587-100.0% |