See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP4+ years Service code 10 · EIN 13-4008324 | Accounting | $45,695 |
Filed as: ALLIANT RETIREMENT SERVICE Service code 22 · EIN 33-0785439 | Insurance Broker | $40,000 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $19,236 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,626 | $204,517-86.0% | $69,455-58.8% | $77,787-63.2% |
| Participation rate | 85.4% | 74.6%+10.8pp | 74.6%+10.8pp | 73.2%+12.2pp |
| Annual return | 6.03% | 22.10%-16.1pp | 28.97%-22.9pp | 32.57%-26.5pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,779-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,535-100.0% | $3,967-100.0% |
| Admin fee / account holder | $11 | $101-89.1% | $3,839-99.7% | $100-89.1% |