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 | $43,192 |
PCS RETIREMENT, LLC5 years Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $20,043 |
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 | $80,527 | $130,194-38.1% | $169,993-52.6% | $71,457+12.7% |
| Participation rate | 96.7% | 86.1%+10.5pp | 87.0%+9.7pp | 67.9%+28.7pp |
| Annual return | 16.13% | 20.37%-4.2pp | 53.37%-37.2pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,580 | $4,381-18.3% | $6,785-47.2% | $2,588+38.4% |
| Participant deferral / active EE | $9,604 | $6,923+38.7% | $10,408-7.7% | $4,289+123.9% |
| Admin fee / account holder | $419 | $966-56.6% | $12,815-96.7% | $1,587-73.6% |