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 |
|---|---|---|
BLUM SHAPIRO3 years Filed as: CLIFTONLARSON ALLEN WEALTH ADVISORS Service code 13 · EIN 41-0746749 | Contract Administrator | $28,018 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $16,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,534 | $66,310+36.5% | $93,606-3.3% | $65,185+38.9% |
| Participation rate | 65.6% | 74.0%-8.4pp | 75.8%-10.2pp | 70.2%-4.6pp |
| Annual return | 11.88% | 42.58%-30.7pp | 32.76%-20.9pp | 29.38%-17.5pp |
| Employer contribution / active EE | $2,183 | $2,012+8.5% | $2,718-19.7% | $2,177+0.3% |
| Participant deferral / active EE | $3,511 | $3,342+5.1% | $4,069-13.7% | $3,514-0.1% |
| Admin fee / account holder | $388 | $6,897-94.4% | $7,888-95.1% | $847-54.2% |