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 |
|---|---|---|
BDO USA, LLP1 year Service code 99 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Other Fees | $47,750 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 3077 W. JEFFERSON ST., STE 105 · JOLIET, IL 60435 | Advisory (Plan) | $29,329 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $20,090 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.)
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 | $54,149 | $61,272-11.6% | $149,673-63.8% | $71,457-24.2% |
| Participation rate | 57.3% | 62.5%-5.2pp | 78.8%-21.5pp | 67.9%-10.7pp |
| Annual return | 16.13% | 35.85%-19.7pp | 134.42%-118.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,282 | $2,378-4.0% | $4,818-52.6% | $2,588-11.8% |
| Participant deferral / active EE | $3,336 | $2,917+14.4% | $5,680-41.3% | $4,289-22.2% |
| Admin fee / account holder | $400 | $1,261-68.3% | $13,210-97.0% | $1,587-74.8% |