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 | $35,029 |
Filed as: ALLIANCE WEALTH ADVISORS, LLC Service code 17 · EIN 82-1809109 | Pension Consulting | $17,808 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,640 | $44,960-40.7% | $84,966-68.6% | $74,495-64.2% |
| Participation rate | 89.5% | 49.4%+40.2pp | 67.5%+22.0pp | 67.2%+22.3pp |
| Annual return | 19.38% | 26.24%-6.9pp | 66.38%-47.0pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $2,532 | $1,457+73.8% | $2,727-7.2% | $2,623-3.5% |
| Participant deferral / active EE | $3,398 | $2,731+24.4% | $4,519-24.8% | $4,346-21.8% |
| Admin fee / account holder | $311 | $2,209-85.9% | $6,149-94.9% | $1,942-84.0% |