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 LLP1 year Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS, Service code 13 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Contract Administrator | $15,479 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,028 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $1,636 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,372 | $99,957-68.6% | $149,696-79.0% | $73,488-57.3% |
| Participation rate | 35.5% | 75.7%-40.2pp | 82.5%-47.0pp | 70.7%-35.2pp |
| Annual return | 23.26% | 53.87%-30.6pp | 276.60%-253.3pp | 28.51%-5.3pp |
| Employer contribution / active EE | $732 | $3,191-77.0% | $4,644-84.2% | $2,270-67.7% |
| Participant deferral / active EE | $1,804 | $6,073-70.3% | $6,842-73.6% | $3,740-51.8% |
| Admin fee / account holder | $410 | $551-25.5% | $9,309-95.6% | $513-20.0% |