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 99 3077 W. JEFFERSON ST., STE 105 · JOLIET, IL 60435 | Other Fees | $26,717 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,806 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $1,450 |
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 | $90,182 | $65,557+37.6% | $64,056+40.8% | $71,457+26.2% |
| Participation rate | 53.4% | 73.2%-19.8pp | 72.3%-18.9pp | 67.9%-14.5pp |
| Annual return | 14.66% | 18.94%-4.3pp | 33.69%-19.0pp | 28.85%-14.2pp |
| Employer contribution / active EE | $2,309 | $2,669-13.5% | $2,747-15.9% | $2,588-10.8% |
| Participant deferral / active EE | $3,870 | $3,626+6.7% | $3,880-0.3% | $4,289-9.8% |
| Admin fee / account holder | $238 | $616-61.4% | $3,068-92.3% | $1,587-85.0% |