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 LLP6 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Advisory (Plan) | $29,366 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,142 |
ASCENSUS LLC4 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 W6180 AEROTECH DR. · APPLETON, WI 54914 | Contract Administrator | $1,500 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT INC Service code 99 · EIN 39-1884254 W6180 AEROTECH DR · APPLETON, WI 54914 | Other Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,281 | $69,763+43.7% | $67,502+48.6% | $74,495+34.6% |
| Participation rate | 60.0% | 71.4%-11.4pp | 72.9%-12.9pp | 67.2%-7.2pp |
| Annual return | 10.67% | -40.34%+51.0pp | 3512.12%-3501.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $2,596 | $2,704-4.0% | $2,731-4.9% | $2,623-1.0% |
| Participant deferral / active EE | $4,139 | $3,636+13.9% | $4,000+3.5% | $4,346-4.7% |
| Admin fee / account holder | $225 | $896-74.9% | $3,998-94.4% | $1,942-88.4% |