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 LLP4 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 27 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $29,217 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,126 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,967 |
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 | $79,204 | $71,516+10.7% | $98,439-19.5% | $71,457+10.8% |
| Participation rate | 96.8% | 72.7%+24.1pp | 75.2%+21.6pp | 67.9%+28.9pp |
| Annual return | 17.28% | 32.41%-15.1pp | 21.16%-3.9pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,541 | $2,399-35.7% | $3,048-49.4% | $2,588-40.4% |
| Participant deferral / active EE | $4,115 | $4,109+0.1% | $4,738-13.2% | $4,289-4.1% |
| Admin fee / account holder | $376 | $1,675-77.5% | $8,948-95.8% | $1,587-76.3% |