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 |
|---|---|---|
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 3077 W. JEFFERSON ST., STE 105 · JOLIET, IL 60435 | Contract Administrator | $32,820 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,262 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,422 | $65,061-13.3% | $143,757-60.8% | $66,914-15.7% |
| Participation rate | 96.5% | 65.2%+31.3pp | 80.3%+16.2pp | 69.8%+26.7pp |
| Annual return | -13.47% | -11.14%-2.3pp | -0.04%-13.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $6,654 | $2,361+181.9% | $4,951+34.4% | $2,544+161.6% |
| Participant deferral / active EE | $5,141 | $2,919+76.1% | $5,637-8.8% | $4,237+21.3% |
| Admin fee / account holder | $219 | $502-56.3% | $14,673-98.5% | $593-63.0% |