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: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749 | Advisory (Participants) | $43,497 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $9,435 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $3,335 |
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 | $86,838 | $51,045+70.1% | $70,515+23.1% | $71,457+21.5% |
| Participation rate | 87.3% | 59.4%+27.9pp | 68.3%+19.0pp | 67.9%+19.4pp |
| Annual return | 13.85% | 42.63%-28.8pp | 32.77%-18.9pp | 28.85%-15.0pp |
| Employer contribution / active EE | $1,046 | $1,790-41.6% | $2,973-64.8% | $2,588-59.6% |
| Participant deferral / active EE | $3,554 | $3,026+17.4% | $4,567-22.2% | $4,289-17.1% |
| Admin fee / account holder | $440 | $1,994-77.9% | $6,412-93.1% | $1,587-72.3% |