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 |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH Service code 27 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $13,193 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,494 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,828 | $78,485+48.9% | $106,213+10.0% | $74,495+56.8% |
| Participation rate | 58.5% | 72.8%-14.3pp | 75.3%-16.8pp | 67.2%-8.7pp |
| Annual return | 18.24% | 15.95%+2.3pp | 116.14%-97.9pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $2,267 | $2,523-10.1% | $3,171-28.5% | $2,623-13.6% |
| Participant deferral / active EE | $4,233 | $4,322-2.1% | $5,016-15.6% | $4,346-2.6% |
| Admin fee / account holder | $203 | $2,232-90.9% | $11,033-98.2% | $1,942-89.5% |