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 | $45,290 |
Filed as: ALLIANT WEALTH ADVISORS Service code 27 9161 LIBERIA AVENUE · MANASSAS, VA 20110 | Advisory (Plan) | $41,981 |
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.)
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 | $48,593 | $100,801-51.8% | $149,696-67.5% | $73,409-33.8% |
| Participation rate | 54.1% | 77.7%-23.6pp | 82.5%-28.4pp | 72.2%-18.0pp |
| Annual return | 16.77% | 265.34%-248.6pp | 276.60%-259.8pp | 59.29%-42.5pp |
| Employer contribution / active EE | $1,966 | $3,312-40.6% | $4,644-57.7% | $2,234-12.0% |
| Participant deferral / active EE | $4,555 | $6,404-28.9% | $6,842-33.4% | $3,805+19.7% |
| Admin fee / account holder | $311 | $181+71.8% | $9,309-96.7% | $158+96.7% |