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 LLP4 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 1301 W 22ND ST, STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $25,575 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,771 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,409 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $2,550 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,704 | $84,487-28.1% | $125,339-51.6% | $66,914-9.3% |
| Participation rate | 69.9% | 76.4%-6.6pp | 82.4%-12.5pp | 69.8%0pp |
| Annual return | -16.67% | -8.39%-8.3pp | 572.05%-588.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,155 | $3,553-11.2% | $4,814-34.5% | $2,544+24.0% |
| Participant deferral / active EE | $8,959 | $6,781+32.1% | $7,446+20.3% | $4,237+111.5% |
| Admin fee / account holder | $377 | $685-44.9% | $10,010-96.2% | $593-36.4% |