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+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 · EIN 41-1803291 | Advisory (Plan) | $28,611 |
Filed as: PROFESSIONAL CAPITAL SERVICES,LLC Service code 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $27,439 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,296 | $60,165-61.3% | $74,183-68.6% | $55,167-57.8% |
| Participation rate | 98.4% | 74.2%+24.2pp | 76.6%+21.8pp | 69.0%+29.4pp |
| Annual return | -1.18% | 10.00%-11.2pp | 17.74%-18.9pp | 169.23%-170.4pp |
| Employer contribution / active EE | $1,871 | $1,600+17.0% | $2,370-21.0% | $1,963-4.6% |
| Participant deferral / active EE | $2,140 | $2,973-28.0% | $3,550-39.7% | $3,054-29.9% |
| Admin fee / account holder | $318 | $419-24.3% | $5,586-94.3% | $504-37.0% |