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 64 · EIN 84-0467907 | Recordkeeping Fees | $8,446 |
BLUM SHAPIRO1 year Filed as: CLIFTONLARSON ALLEN WEALTH ADVISORS Service code 13 · EIN 41-0746749 | Contract Administrator | $6,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,636 | $63,299+13.2% | $91,001-21.3% | $62,292+15.0% |
| Participation rate | 75.2% | 73.3%+1.9pp | 75.6%-0.4pp | 69.5%+5.7pp |
| Annual return | 16.26% | 20.99%-4.7pp | 4.60%+11.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,932 | $1,807+6.9% | $2,456-21.3% | $2,042-5.4% |
| Participant deferral / active EE | $2,856 | $2,943-2.9% | $3,547-19.5% | $3,169-9.9% |
| Admin fee / account holder | $335 | $468-28.4% | $5,417-93.8% | $479-30.1% |