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+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 220 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Contract Administrator | $16,260 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,164 | $57,108-55.9% | $94,224-73.3% | $52,331-51.9% |
| Participation rate | 68.3% | 72.9%-4.6pp | 78.8%-10.5pp | 68.1%+0.2pp |
| Annual return | -1.65% | 1.47%-3.1pp | 10.68%-12.3pp | 4.54%-6.2pp |
| Employer contribution / active EE | $917 | $1,735-47.2% | $3,587-74.4% | $1,882-51.3% |
| Participant deferral / active EE | $2,366 | $3,040-22.2% | $4,320-45.2% | $3,022-21.7% |
| Admin fee / account holder | $457 | $546-16.3% | $6,269-92.7% | $592-22.7% |