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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLAN LLP Service code 10 · EIN 41-0746749 | Accounting | $10,769 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,855 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$7,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,771 | $53,053+95.6% | $126,539-18.0% | $74,304+39.7% |
| Participation rate | 58.4% | 48.0%+10.3pp | 69.8%-11.4pp | 60.3%-2.0pp |
| Annual return | 13.64% | 29.46%-15.8pp | 425.95%-412.3pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,174 | $1,168+0.5% | $3,674-68.0% | $2,241-47.6% |
| Participant deferral / active EE | $3,950 | $2,303+71.5% | $4,083-3.2% | $3,767+4.9% |
| Admin fee / account holder | $69 | $3,698-98.1% | $6,065-98.9% | $2,969-97.7% |