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 |
|---|---|---|
SOBEL AND CO LLC CPA1 year Filed as: SOBEL CO. LLC Service code 10 · EIN 22-1430039 | Accounting | $28,500 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,054 |
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 | $117,472 | $70,475+66.7% | $100,516+16.9% | $79,858+47.1% |
| Participation rate | 76.6% | 73.7%+2.9pp | 79.4%-2.8pp | 69.6%+6.9pp |
| Annual return | 17.91% | 21.90%-4.0pp | 30.89%-13.0pp | 31.71%-13.8pp |
| Employer contribution / active EE | $3,803 | $2,165+75.7% | $3,418+11.3% | $2,471+53.9% |
| Participant deferral / active EE | $7,596 | $5,181+46.6% | $6,270+21.1% | $3,740+103.1% |
| Admin fee / account holder | $326 | $4,478-92.7% | $8,081-96.0% | $5,306-93.8% |