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 |
|---|---|---|
Filed as: ALLIANCE WEALTH ADVISORS LLC Service code 16 · EIN 82-1809109 | Consulting | $13,902 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $10,449 |
Filed as: MCGRAIL MERKEL QUINN & ASSOCIATES Service code 10 · EIN 22-2226550 | Accounting | $8,250 |
THE BENEFITS GROUP, LLC4 years Service code 49 · EIN 30-0021518 | Other Services | $7,907 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,204 | $59,402-18.9% | $93,654-48.5% | $74,546-35.3% |
| Participation rate | 60.4% | 59.7%+0.7pp | 68.7%-8.3pp | 67.2%-6.8pp |
| Annual return | 19.89% | 81.86%-62.0pp | 133.34%-113.4pp | 1366.03%-1346.1pp |
| Employer contribution / active EE | $1,076 | $1,265-14.9% | $2,421-55.6% | $2,624-59.0% |
| Participant deferral / active EE | $1,617 | $3,049-46.9% | $4,413-63.3% | $4,347-62.8% |
| Admin fee / account holder | $309 | $3,023-89.8% | $8,282-96.3% | $1,944-84.1% |