Filed January 19, 2021
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,951 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 | Contract Administrator | $12,730 |
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 13 · EIN 33-0785439 | Contract Administrator | $1,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,345 | $58,290-75.4% | $98,442-85.4% | $86,799-83.5% |
| Participation rate | 68.6% | 68.3%+0.3pp | 73.3%-4.7pp | 72.3%-3.6pp |
| Annual return | 17.20% | 43.48%-26.3pp | 1492.73%-1475.5pp | 97.91%-80.7pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,916 | $3,152-39.2% | $4,276-55.2% | $4,131-53.6% |
| Admin fee / account holder | $76 | $138-44.8% | $5,949-98.7% | $170-55.1% |