See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,348 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $17,287 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,016 |
BACCHIONI & COMPANY CPAS, P.C.1+ years Filed as: BACCHIONI & COMPANY Service code 10 · EIN 83-3026242 | Accounting | $10,000 |
JMM CPA1+ years Service code 10 · EIN 47-2940358 | Accounting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,422 | $101,317-22.6% | $146,958-46.6% | $74,495+5.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.2%-7.2pp | 67.2%+7.8pp |
| Annual return | 16.45% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,320 | $3,810-65.3% | $4,933-73.2% | $2,623-49.7% |
| Participant deferral / active EE | $6,744 | $7,303-7.7% | $8,070-16.4% | $4,346+55.2% |
| Admin fee / account holder | $592 | $1,739-65.9% | $12,998-95.4% | $1,942-69.5% |