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 | $31,869 |
BLUM SHAPIRO2 years Filed as: CLIFTONLARSON ALLEN WEALTH ADVISORS Service code 13 · EIN 41-0746749 | Contract Administrator | $31,302 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,147 | $58,083+29.4% | $80,019-6.1% | $56,287+33.5% |
| Participation rate | 71.3% | 73.6%-2.3pp | 75.8%-4.5pp | 69.9%+1.5pp |
| Annual return | -0.92% | 34.61%-35.5pp | 11.22%-12.1pp | -9.96%+9.0pp |
| Employer contribution / active EE | $2,342 | $1,932+21.2% | $2,468-5.1% | $2,111+10.9% |
| Participant deferral / active EE | $4,020 | $3,135+28.2% | $3,686+9.1% | $3,350+20.0% |
| Admin fee / account holder | $433 | $623-30.5% | $6,521-93.4% | $521-16.9% |