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 INSURANCE SERVICES INC DBA Service code 27 PO BOX 22052 · NEW YORK, NY 100872052 | Advisory (Plan) | $42,562 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,372 |
WEAVER AND TIDWELL, LLP1 year Service code 99 2821 W 7TH STREET SUITE 700 · FORT WORTH, TX 76107 | Other Fees | $12,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,365 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,926 | $66,813+33.1% | $100,516-11.5% | $73,488+21.0% |
| Participation rate | 96.7% | 77.5%+19.2pp | 79.4%+17.3pp | 70.7%+26.0pp |
| Annual return | 12.75% | 25.70%-12.9pp | 30.89%-18.1pp | 28.51%-15.8pp |
| Employer contribution / active EE | $869 | $2,147-59.5% | $3,418-74.6% | $2,270-61.7% |
| Participant deferral / active EE | $8,139 | $5,883+38.3% | $6,270+29.8% | $3,740+117.6% |
| Admin fee / account holder | $338 | $512-34.0% | $8,081-95.8% | $513-34.1% |