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 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Advisory (Plan) | $28,956 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,181 |
ASCENSUS LLC5 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 W6180 AEROTECH DR. · APPLETON, WI 54914 | Contract Administrator | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,060 | $67,984+47.2% | $65,493+52.8% | $74,304+34.7% |
| Participation rate | 57.1% | 66.3%-9.2pp | 73.1%-16.0pp | 60.3%-3.2pp |
| Annual return | 14.02% | 19.87%-5.9pp | 982.45%-968.4pp | 29.43%-15.4pp |
| Employer contribution / active EE | $2,444 | $2,491-1.9% | $2,574-5.1% | $2,241+9.0% |
| Participant deferral / active EE | $3,718 | $3,346+11.1% | $3,961-6.1% | $3,767-1.3% |
| Admin fee / account holder | $269 | $1,373-80.4% | $5,028-94.6% | $2,969-90.9% |