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 LLP5 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 27 PO BOX 829709 · PHILADELPHIA, PA 19182 | Advisory (Plan) | $33,706 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,721 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $8,363 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,271 |
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 | $91,277 | $78,485+16.3% | $106,213-14.1% | $74,495+22.5% |
| Participation rate | 98.2% | 72.8%+25.4pp | 75.3%+23.0pp | 67.2%+31.0pp |
| Annual return | 14.46% | 15.95%-1.5pp | 116.14%-101.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,676 | $2,523-33.6% | $3,171-47.2% | $2,623-36.1% |
| Participant deferral / active EE | $4,566 | $4,322+5.6% | $5,016-9.0% | $4,346+5.1% |
| Admin fee / account holder | $478 | $2,232-78.6% | $11,033-95.7% | $1,942-75.4% |