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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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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,718 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $9,189 |
Employer contribution per participant 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 | $35,828 | $76,050-52.9% | $96,544-62.9% | $71,457-49.9% |
| Participation rate | 92.3% | 74.4%+17.9pp | 76.0%+16.3pp | 67.9%+24.3pp |
| Annual return | 14.70% | 22.81%-8.1pp | 25.84%-11.1pp | 28.85%-14.1pp |
| Employer contribution / active EE | $426 | $2,244-81.0% | $2,965-85.6% | $2,588-83.5% |
| Participant deferral / active EE | $3,100 | $4,215-26.5% | $4,851-36.1% | $4,289-27.7% |
| Admin fee / account holder | $229 | $2,707-91.5% | $8,252-97.2% | $1,587-85.6% |