See peer percentile detail with Solo.
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.
See the 3-year trajectory with Solo.
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 | Recordkeeping Fees | $63,496 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 | Accounting | $20,479 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 | Advisory (Plan) | $15,000 |
HUNNEX AND SHOEMAKER, INC.2+ years Service code 13 | Contract Administrator | $10,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,942 | $59,417-54.7% | $93,606-71.2% | $74,495-63.8% |
| Participation rate | 25.0% | 59.7%-34.7pp | 68.7%-43.7pp | 67.2%-42.2pp |
| Annual return | 10.65% | 81.83%-71.2pp | 133.20%-122.6pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $871 | $1,264-31.1% | $2,420-64.0% | $2,623-66.8% |
| Participant deferral / active EE | $1,707 | $3,050-44.0% | $4,411-61.3% | $4,346-60.7% |
| Admin fee / account holder | $469 | $3,021-84.5% | $8,285-94.3% | $1,942-75.9% |