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 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $45,114 |
Filed as: ALLIANT WEALTH ADVISORS Service code 27 4008 GENESEE PLACE · PRINCE WILLIAM, VA 22192 | Advisory (Plan) | $29,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $33,255 | $75,388-55.9% | $123,544-73.1% | $55,725-40.3% |
| Participation rate | 50.0% | 75.7%-25.7pp | 82.3%-32.3pp | 70.9%-20.9pp |
| Annual return | -9.07% | 4.48%-13.5pp | 119.20%-128.3pp | 244.93%-254.0pp |
| Employer contribution / active EE | $1,521 | $3,063-50.3% | $4,628-67.1% | $2,078-26.8% |
| Participant deferral / active EE | $3,711 | $5,651-34.3% | $6,426-42.2% | $3,356+10.6% |
| Admin fee / account holder | $350 | $120+192.2% | $9,284-96.2% | $115+203.8% |