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 7-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 |
|---|---|---|
Service code 28 · EIN 39-1849892 | Investment Management | $53,059 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749 | Advisory (Participants) | $23,601 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $6,957 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $1,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,464 | $81,248+120.9% | $155,509+15.4% | $80,856+122.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.44% | 33.31%-17.9pp | 64.67%-49.2pp | 35.59%-20.2pp |
| Employer contribution / active EE | $7,447 | $3,100+140.2% | $4,672+59.4% | $2,755+170.3% |
| Participant deferral / active EE | $6,797 | $3,452+96.9% | $5,626+20.8% | $4,296+58.2% |
| Admin fee / account holder | $659 | $7,997-91.8% | $15,912-95.9% | $6,918-90.5% |