Filed September 14, 2022
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 |
|---|---|---|
Filed as: ALLIANT WEALTH ADVISORS Service code 28 · EIN 80-0575600 | Investment Management | $32,220 |
PCS RETIREMENT, LLC4 years Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $30,073 |
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 | $64,912 | $102,553-36.7% | $151,611-57.2% | $66,914-3.0% |
| Participation rate | 94.1% | 85.5%+8.6pp | 87.5%+6.6pp | 69.8%+24.3pp |
| Annual return | -15.74% | -10.82%-4.9pp | 3.33%-19.1pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,127 | $4,180-25.2% | $6,166-49.3% | $2,544+22.9% |
| Participant deferral / active EE | $8,441 | $6,641+27.1% | $8,363+0.9% | $4,237+99.2% |
| Admin fee / account holder | $392 | $630-37.8% | $11,616-96.6% | $593-34.0% |