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 LLP2+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 · EIN 41-1803291 | Advisory (Plan) | $23,335 |
Service code 12 · EIN 23-3038464 | Claims processing; Participant commun... | $18,493 |
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.
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 | $41,970 | $56,629-25.9% | $77,999-46.2% | $55,167-23.9% |
| Participation rate | 91.7% | 73.3%+18.4pp | 75.5%+16.2pp | 69.0%+22.7pp |
| Annual return | -8.72% | 2866.98%-2875.7pp | 425.96%-434.7pp | 169.23%-178.0pp |
| Employer contribution / active EE | $1,022 | $1,723-40.7% | $2,470-58.6% | $1,963-47.9% |
| Participant deferral / active EE | $2,192 | $2,777-21.1% | $3,497-37.3% | $3,054-28.2% |
| Admin fee / account holder | $305 | $467-34.6% | $5,480-94.4% | $504-39.5% |