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 LLP3 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 3077 W. JEFFERSON ST., STE 105 · JOLIET, IL 60435 | Contract Administrator | $27,355 |
Service code 64 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,385 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $450 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,956 | $74,706+139.5% | $75,696+136.4% | $79,386+125.4% |
| Participation rate | 12.4% | 75.3%-62.9pp | 74.8%-62.4pp | 70.7%-58.3pp |
| Annual return | 11.25% | 18.52%-7.3pp | 104.53%-93.3pp | 116.85%-105.6pp |
| Employer contribution / active EE | $1,909 | $2,590-26.3% | $2,743-30.4% | $2,427-21.4% |
| Participant deferral / active EE | $3,099 | $3,533-12.3% | $3,821-18.9% | $4,046-23.4% |
| Admin fee / account holder | $427 | $374+13.9% | $3,619-88.2% | $626-31.9% |