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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,513 |
Service code 55 5707 SW PKWY · AUSTIN, TX 78735 | Other Commissions | $11,735 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 3077 W. JEFFERSON STREET · JOLIET, IL 60435 | Contract Administrator | $525 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,741 | $50,958-35.7% | $74,550-56.1% | $64,186-49.0% |
| Participation rate | 62.9% | 61.1%+1.8pp | 69.1%-6.3pp | 69.6%-6.7pp |
| Annual return | -4.38% | -1.86%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $521 | $1,115-53.3% | $1,961-73.4% | $2,381-78.1% |
| Participant deferral / active EE | $1,558 | $2,301-32.3% | $3,108-49.9% | $3,470-55.1% |
| Admin fee / account holder | $1,075 | $4,223-74.5% | $5,060-78.8% | $4,888-78.0% |