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 |
|---|---|---|
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 15 · EIN 36-4389114 | Recordkeeping | $24,217 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $20,087 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $8,669 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,949 | $73,638+41.2% | $95,952+8.3% | $73,488+41.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 9.98% | 16.78%-6.8pp | 91.61%-81.6pp | 28.51%-18.5pp |
| Employer contribution / active EE | $4,027 | $1,863+116.2% | $2,541+58.5% | $2,270+77.4% |
| Participant deferral / active EE | $6,268 | $3,617+73.3% | $4,167+50.4% | $3,740+67.6% |
| Admin fee / account holder | $326 | $482-32.4% | $6,795-95.2% | $513-36.5% |