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: ALLIANT WEALTH ADVISORS Service code 27 9161 LIBERIA AVENUE · MANASSAS, VA 20110 | Advisory (Plan) | $55,177 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $49,338 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,660 | $104,317-44.7% | $159,436-63.8% | $86,799-33.6% |
| Participation rate | 60.5% | 77.7%-17.2pp | 82.8%-22.3pp | 72.3%-11.8pp |
| Annual return | 17.07% | 26.32%-9.2pp | 263.57%-246.5pp | 97.91%-80.8pp |
| Employer contribution / active EE | $2,767 | $3,451-19.8% | $4,829-42.7% | $2,405+15.1% |
| Participant deferral / active EE | $6,602 | $6,837-3.4% | $7,352-10.2% | $4,131+59.8% |
| Admin fee / account holder | $346 | $172+100.8% | $10,799-96.8% | $170+104.0% |