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 4-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 |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $35,214 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749 | Advisory (Participants) | $32,307 |
ASCENSUS LLC1+ years Filed as: MAP RETIREMENT USA LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $24,686 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,083 | $64,119-81.2% | $112,228-89.2% | $66,914-81.9% |
| Participation rate | 92.3% | 68.5%+23.8pp | 75.1%+17.2pp | 69.8%+22.5pp |
| Annual return | -17.96% | -13.81%-4.2pp | 27.45%-45.4pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,614 | $3,005-13.0% | $3,635-28.1% | $2,544+2.7% |
| Participant deferral / active EE | $4,317 | $3,693+16.9% | $4,728-8.7% | $4,237+1.9% |
| Admin fee / account holder | $200 | $625-68.0% | $6,410-96.9% | $593-66.3% |