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 LLP2 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 · EIN 41-0746749 | Contract Administrator | $29,306 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,776 | $86,332-59.7% | $125,175-72.2% | $65,185-46.7% |
| Participation rate | 49.5% | 75.3%-25.8pp | 79.8%-30.3pp | 70.2%-20.7pp |
| Annual return | 22.80% | 27.43%-4.6pp | 43.79%-21.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $233 | $2,040-88.6% | $3,865-94.0% | $2,177-89.3% |
| Participant deferral / active EE | $1,363 | $3,537-61.5% | $4,937-72.4% | $3,514-61.2% |
| Admin fee / account holder | $359 | $609-41.1% | $9,702-96.3% | $847-57.7% |