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 | $16,563 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $15,153 |
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.)
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 | $44,647 | $34,677+28.7% | $77,024-42.0% | $64,808-31.1% |
| Participation rate | 27.6% | 49.8%-22.3pp | 67.9%-40.3pp | 71.5%-43.9pp |
| Annual return | -17.18% | -5.33%-11.8pp | 42.32%-59.5pp | 32.82%-50.0pp |
| Employer contribution / active EE | $218 | $1,370-84.1% | $2,812-92.2% | $2,506-91.3% |
| Participant deferral / active EE | $874 | $2,556-65.8% | $4,426-80.3% | $4,310-79.7% |
| Admin fee / account holder | $352 | $179+97.4% | $5,425-93.5% | $188+87.6% |