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 LLP3 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 27 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $33,094 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,407 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,267 |
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 | $69,690 | $72,607-4.0% | $90,749-23.2% | $66,914+4.1% |
| Participation rate | 95.3% | 73.7%+21.6pp | 75.7%+19.6pp | 69.8%+25.5pp |
| Annual return | -16.41% | -12.28%-4.1pp | -12.16%-4.2pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,546 | $2,369-34.7% | $2,921-47.1% | $2,544-39.2% |
| Participant deferral / active EE | $4,118 | $3,977+3.5% | $4,564-9.8% | $4,237-2.8% |
| Admin fee / account holder | $413 | $707-41.7% | $8,445-95.1% | $593-30.5% |