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 10-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,556 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN WEALTH ADV LLC Service code 27 1301 W 22ND ST SUITE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $14,571 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $1,500 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,162 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,124 | $58,264-44.9% | $86,612-62.9% | $71,457-55.0% |
| Participation rate | 91.7% | 65.0%+26.7pp | 71.7%+20.0pp | 67.9%+23.8pp |
| Annual return | 16.52% | 21.63%-5.1pp | 591.07%-574.5pp | 28.85%-12.3pp |
| Employer contribution / active EE | $2,350 | $2,574-8.7% | $3,022-22.3% | $2,588-9.2% |
| Participant deferral / active EE | $4,825 | $3,436+40.4% | $4,438+8.7% | $4,289+12.5% |
| Admin fee / account holder | $243 | $1,057-77.0% | $5,614-95.7% | $1,587-84.7% |