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 ADVISORS2+ years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $31,561 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749 | Advisory (Participants) | $25,361 |
ASCENSUS LLC2+ years Filed as: MAP RETIREMENT USA LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $11,705 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,171 | $76,670-80.2% | $96,683-84.3% | $71,457-78.8% |
| Participation rate | 89.8% | 66.6%+23.3pp | 74.3%+15.5pp | 67.9%+21.9pp |
| Annual return | 19.01% | 48.29%-29.3pp | 35.69%-16.7pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,245 | $3,031-25.9% | $3,737-39.9% | $2,588-13.2% |
| Participant deferral / active EE | $3,821 | $3,771+1.3% | $4,878-21.7% | $4,289-10.9% |
| Admin fee / account holder | $109 | $2,028-94.6% | $6,730-98.4% | $1,587-93.1% |