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 27 · EIN 41-0746749 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $19,892 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,239 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $11,407 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,828 | $82,978-46.0% | $129,995-65.5% | $71,457-37.3% |
| Participation rate | 52.9% | 74.1%-21.2pp | 78.5%-25.6pp | 67.9%-15.0pp |
| Annual return | 18.99% | 20.60%-1.6pp | -137.18%+156.2pp | 28.85%-9.9pp |
| Employer contribution / active EE | $336 | $2,622-87.2% | $4,320-92.2% | $2,588-87.0% |
| Participant deferral / active EE | $1,757 | $4,432-60.3% | $5,820-69.8% | $4,289-59.0% |
| Admin fee / account holder | $361 | $1,729-79.1% | $10,614-96.6% | $1,587-77.3% |