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 4-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 INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $15,933 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,688 | $82,664-67.7% | $125,339-78.7% | $68,494-61.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.78% | -5.97%-4.8pp | 572.05%-582.8pp | -7.84%-2.9pp |
| Employer contribution / active EE | $3,949 | $3,381+16.8% | $4,814-18.0% | $2,596+52.1% |
| Participant deferral / active EE | $14,339 | $6,110+134.7% | $7,446+92.6% | $4,027+256.0% |
| Admin fee / account holder | $106 | $6,275-98.3% | $10,010-98.9% | $5,403-98.0% |