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 SHAPIRO6 years Filed as: CLIFTONLARSON ALLEN WEALTH ADVISORS Service code 27 · EIN 41-0746749 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $28,776 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,259 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $5,094 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $3,450 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,876 | $72,607+29.3% | $90,749+3.4% | $66,914+40.3% |
| Participation rate | 68.3% | 73.7%-5.4pp | 75.7%-7.4pp | 69.8%-1.5pp |
| Annual return | -11.46% | -12.28%+0.8pp | -12.16%+0.7pp | 1.58%-13.0pp |
| Employer contribution / active EE | $2,538 | $2,369+7.1% | $2,921-13.1% | $2,544-0.3% |
| Participant deferral / active EE | $4,435 | $3,977+11.5% | $4,564-2.8% | $4,237+4.7% |
| Admin fee / account holder | $454 | $707-35.7% | $8,445-94.6% | $593-23.4% |