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 |
|---|---|---|
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $20,000 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $15,900 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,328 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,758 |
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 | $65,595 | $87,870-25.4% | $113,168-42.0% | $74,304-11.7% |
| Participation rate | 98.2% | 70.7%+27.4pp | 76.6%+21.6pp | 60.3%+37.8pp |
| Annual return | 16.18% | 26.44%-10.3pp | 24.27%-8.1pp | 29.43%-13.3pp |
| Employer contribution / active EE | $917 | $2,277-59.7% | $2,975-69.2% | $2,241-59.1% |
| Participant deferral / active EE | $5,006 | $4,241+18.1% | $5,107-2.0% | $3,767+32.9% |
| Admin fee / account holder | $481 | $3,368-85.7% | $12,068-96.0% | $2,969-83.8% |