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 9-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 |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749 | Advisory (Participants) | $11,945 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $5,809 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,092 | $28,601-5.3% | $71,735-62.2% | $66,914-59.5% |
| Participation rate | 78.1% | 56.7%+21.4pp | 62.3%+15.8pp | 69.8%+8.3pp |
| Annual return | -15.91% | -10.90%-5.0pp | 9.14%-25.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,671 | $1,104+51.4% | $1,704-1.9% | $2,544-34.3% |
| Participant deferral / active EE | $2,964 | $1,912+55.0% | $2,658+11.5% | $4,237-30.1% |
| Admin fee / account holder | $198 | $506-61.0% | $3,974-95.0% | $593-66.7% |