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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $55,601 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,825 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $7,455 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,823 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,154 | $59,263+43.7% | $96,562-11.8% | $79,386+7.3% |
| Participation rate | 93.7% | 61.9%+31.8pp | 69.8%+23.9pp | 70.7%+23.0pp |
| Annual return | 13.27% | 27.07%-13.8pp | 37.78%-24.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,747 | $2,948+61.0% | $3,849+23.3% | $4,046+17.3% |
| Admin fee / account holder | $426 | $658-35.4% | $6,181-93.1% | $626-32.1% |