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 LLP7 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 3077 W. JEFFERSON ST., STE 105 · JOLIET, IL 60435 | Advisory (Plan) | $23,992 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $12,815 |
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 | $38,924 | $163,264-76.2% | $155,509-75.0% | - |
| Participation rate | 78.3% | 62.7%+15.6pp | 78.2%+0.1pp | - |
| Annual return | 12.86% | 19.38%-6.5pp | 64.67%-51.8pp | - |
| Employer contribution / active EE | $3,990 | $2,490+60.3% | $4,672-14.6% | - |
| Participant deferral / active EE | $3,718 | $2,914+27.6% | $5,626-33.9% | - |
| Admin fee / account holder | $59 | $96,217-99.9% | $15,912-99.6% | - |