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 8-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 13 · EIN 42-0127290 | Contract Administrator | $212,040 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $25,000 |
USI CONSULTING GROUP1 year Service code 27 · EIN 06-1053228 | Advisory (Plan) | $17,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,503 | $104,697-50.8% | $96,544-46.7% | $80,160-35.7% |
| Participation rate | 65.8% | 86.4%-20.5pp | 76.0%-10.1pp | 72.9%-7.1pp |
| Annual return | 17.07% | 21.78%-4.7pp | 25.84%-8.8pp | 40.38%-23.3pp |
| Employer contribution / active EE | $1,445 | $3,536-59.1% | $2,965-51.3% | $2,978-51.5% |
| Participant deferral / active EE | $2,769 | $6,188-55.3% | $4,851-42.9% | $5,017-44.8% |
| Admin fee / account holder | $119 | $107+11.3% | $8,252-98.6% | $145-18.1% |