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 37 · EIN 04-2647786 | Loan Processing | $54,982 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $19,000 |
FORVIS MAZARS, LLP4 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $19,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,217 | $71,142+26.8% | $119,609-24.6% | $64,808+39.2% |
| Participation rate | 88.7% | 78.6%+10.0pp | 79.3%+9.4pp | 71.5%+17.2pp |
| Annual return | -16.95% | -10.01%-6.9pp | -14.97%-2.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $4,755 | $2,497+90.4% | $4,232+12.3% | $2,506+89.7% |
| Participant deferral / active EE | $7,445 | $4,490+65.8% | $5,602+32.9% | $4,310+72.7% |
| Admin fee / account holder | $191 | $162+17.8% | $10,323-98.2% | $188+1.7% |