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 1301 W 22ND ST, STE 1100 · OAK BROOK, IL 60523 | Other Fees | $27,363 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,492 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,537 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $2,600 |
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 | $66,939 | $91,407-26.8% | $135,903-50.7% | $71,457-6.3% |
| Participation rate | 73.5% | 75.7%-2.2pp | 81.9%-8.5pp | 67.9%+5.5pp |
| Annual return | 18.22% | 29.90%-11.7pp | 68.23%-50.0pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,182 | $3,703-14.1% | $4,856-34.5% | $2,588+23.0% |
| Participant deferral / active EE | $10,802 | $7,092+52.3% | $7,758+39.2% | $4,289+151.9% |
| Admin fee / account holder | $381 | $1,266-69.9% | $10,762-96.5% | $1,587-76.0% |