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 15 · EIN 13-3689044 | Recordkeeping | $33,725 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $25,781 |
BACCHIONI & COMPANY CPAS PC1 year Service code 10 · EIN 83-3026242 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $103,486 | $100,923+2.5% | $150,045-31.0% | $74,304+39.3% |
| Participation rate | 64.3% | 70.1%-5.7pp | 82.3%-18.0pp | 60.3%+4.0pp |
| Annual return | 8.27% | 51.77%-43.5pp | 62.55%-54.3pp | 29.43%-21.2pp |
| Employer contribution / active EE | $1,321 | $3,463-61.9% | $4,693-71.8% | $2,241-41.1% |
| Participant deferral / active EE | $5,906 | $6,709-12.0% | $7,997-26.2% | $3,767+56.8% |
| Admin fee / account holder | $686 | $2,767-75.2% | $13,435-94.9% | $2,969-76.9% |