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 13 · EIN 42-0127290 | Contract Administrator | $29,247 |
Filed as: ALLIANCE WEALTH ADVISORS, LLC Service code 17 · EIN 82-1809109 | Pension Consulting | $11,200 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,237 | $37,393-61.9% | $77,024-81.5% | $66,914-78.7% |
| Participation rate | 93.0% | 52.9%+40.1pp | 67.9%+25.1pp | 69.8%+23.2pp |
| Annual return | -12.03% | -3.29%-8.7pp | 42.32%-54.3pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,096 | $1,531+36.9% | $2,812-25.5% | $2,544-17.6% |
| Participant deferral / active EE | $2,868 | $2,617+9.6% | $4,426-35.2% | $4,237-32.3% |
| Admin fee / account holder | $215 | $567-62.0% | $5,425-96.0% | $593-63.7% |