See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,071 |
Service code 55 5707 SW PKWY · AUSTIN, TX 78735 | Other Commissions | $12,596 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 3077 W. JEFFERSON STREET · JOLIET, IL 60435 | Contract Administrator | $525 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $124 |
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 | $38,723 | $58,512-33.8% | $84,015-53.9% | $72,985-46.9% |
| Participation rate | 60.8% | 61.2%-0.4pp | 69.0%-8.2pp | 69.5%-8.7pp |
| Annual return | 20.91% | 28.93%-8.0pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $495 | $1,163-57.4% | $1,983-75.0% | $2,440-79.7% |
| Participant deferral / active EE | $1,674 | $2,394-30.1% | $3,239-48.3% | $3,607-53.6% |
| Admin fee / account holder | $1,836 | $4,569-59.8% | $6,101-69.9% | $5,124-64.2% |