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 5-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 | $28,178 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 · EIN 33-0785439 | Contract Administrator | $12,378 |
Filed as: ALLIANT INSURANCE SERVICES, INC, Service code 99 | Other Fees | $5,905 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,565 | $55,415-66.5% | $155,509-88.1% | $74,495-75.1% |
| Participation rate | 62.4% | 61.9%+0.5pp | 78.2%-15.8pp | 67.2%-4.8pp |
| Annual return | 44.08% | 268.50%-224.4pp | 64.67%-20.6pp | 1364.94%-1320.9pp |
| Employer contribution / active EE | $3,599 | $2,267+58.8% | $4,672-23.0% | $2,623+37.2% |
| Participant deferral / active EE | $2,032 | $2,836-28.3% | $5,626-63.9% | $4,346-53.2% |
| Admin fee / account holder | $209 | $1,738-88.0% | $15,912-98.7% | $1,942-89.2% |