See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,175 |
Filed as: ALLIANCE WEALTH ADVISORS, LLC Service code 17 · EIN 82-1809109 | Pension Consulting | $14,393 |
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 | $22,699 | $41,078-44.7% | $80,569-71.8% | $71,457-68.2% |
| Participation rate | 92.3% | 50.2%+42.1pp | 67.0%+25.3pp | 67.9%+24.4pp |
| Annual return | 17.79% | 38.45%-20.7pp | 935.43%-917.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,521 | $1,506+67.4% | $2,723-7.4% | $2,588-2.6% |
| Participant deferral / active EE | $3,457 | $2,699+28.1% | $4,447-22.3% | $4,289-19.4% |
| Admin fee / account holder | $337 | $1,840-81.7% | $5,377-93.7% | $1,587-78.8% |