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: ALLIANT INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $19,146 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,165 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $45,129 | $106,028-57.4% | $146,958-69.3% | $77,643-41.9% |
| Participation rate | 73.6% | 78.4%-4.7pp | 82.2%-8.5pp | 70.6%+3.1pp |
| Annual return | 17.94% | 56.73%-38.8pp | 418.34%-400.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $2,073 | $4,063-49.0% | $4,933-58.0% | $2,726-24.0% |
| Participant deferral / active EE | $6,563 | $7,990-17.9% | $8,070-18.7% | $4,647+41.2% |
| Admin fee / account holder | $77 | $337-77.1% | $12,998-99.4% | $430-82.1% |