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 LLP6 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749 | Advisory (Participants) | $22,992 |
Filed as: FIDELITY INVESTMENTS INST OPS COMP Service code 37 · EIN 04-2647786 | Loan Processing | $8,931 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $6,903 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $1,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,052 | $59,097+77.8% | $82,389+27.5% | $74,304+41.4% |
| Participation rate | 85.2% | 52.8%+32.4pp | 69.5%+15.6pp | 60.3%+24.8pp |
| Annual return | 1.75% | 22.85%-21.1pp | 28.67%-26.9pp | 29.43%-27.7pp |
| Employer contribution / active EE | $1,036 | $1,601-35.3% | $2,517-58.9% | $2,241-53.8% |
| Participant deferral / active EE | $3,625 | $2,775+30.6% | $4,155-12.8% | $3,767-3.8% |
| Admin fee / account holder | $332 | $4,489-92.6% | $7,231-95.4% | $2,969-88.8% |