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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,601 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 27 1301 W · OAK BROOK, IL 60523 | Advisory (Plan) | $19,796 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $8,061 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $6,625 |
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 | $138,403 | $64,707+113.9% | $112,228+23.3% | $68,494+102.1% |
| Participation rate | 72.9% | 67.2%+5.8pp | 75.1%-2.1pp | 67.9%+5.0pp |
| Annual return | -13.57% | -11.40%-2.2pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,013 | $2,746+9.7% | $3,635-17.1% | $2,596+16.0% |
| Participant deferral / active EE | $5,861 | $3,565+64.4% | $4,728+24.0% | $4,027+45.5% |
| Admin fee / account holder | $591 | $5,232-88.7% | $6,410-90.8% | $5,403-89.1% |