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 | $19,813 |
Service code 55 5707 SW PKWY · AUSTIN, TX 78735 | Other Commissions | $12,936 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 99 3077 W. JEFFERSON STREET · JOLIET, IL 60435 | Other Fees | $1,350 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $177 |
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 | $38,969 | $65,041-40.1% | $90,951-57.2% | $79,858-51.2% |
| Participation rate | 48.1% | 61.6%-13.5pp | 69.0%-20.9pp | 69.6%-21.5pp |
| Annual return | 12.58% | 30.45%-17.9pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $461 | $1,247-63.1% | $2,122-78.3% | $2,471-81.3% |
| Participant deferral / active EE | $1,504 | $2,512-40.1% | $3,373-55.4% | $3,740-59.8% |
| Admin fee / account holder | $19,411 | $4,536+327.9% | $5,959+225.8% | $5,306+265.8% |