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 LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH Service code 13 ADVISORS, LLC · JOLIET, IL 60435 | Contract Administrator | $8,601 |
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE AND Service code 23 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Insurance services | $4,113 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,657 | $55,002+66.6% | $59,878+53.1% | $56,287+62.8% |
| Participation rate | 53.3% | 75.9%-22.6pp | 74.7%-21.4pp | 69.9%-16.6pp |
| Annual return | -3.45% | 1.13%-4.6pp | 3.46%-6.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,005 | $2,448-18.1% | $2,722-26.3% | $2,111-5.0% |
| Participant deferral / active EE | $2,732 | $3,121-12.4% | $3,402-19.7% | $3,350-18.4% |
| Admin fee / account holder | $118 | $236-49.8% | $3,590-96.7% | $521-77.3% |