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 12 · EIN 13-3689044 | Participant communication; Float reve... | $717,837 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 16 · EIN 33-0785439 | Consulting | $168,527 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,036 | $46,516-78.4% | $147,614-93.2% | $69,651-85.6% |
| Participation rate | 81.2% | 65.8%+15.4pp | 84.6%-3.4pp | 66.6%+14.7pp |
| Annual return | 1.79% | 9.48%-7.7pp | 61.98%-60.2pp | 53.77%-52.0pp |
| Employer contribution / active EE | $505 | $1,393-63.8% | $5,564-90.9% | $2,241-77.5% |
| Participant deferral / active EE | $1,193 | $2,719-56.1% | $4,895-75.6% | $3,635-67.2% |
| Admin fee / account holder | $88 | $45+96.9% | $11,611-99.2% | $63+39.4% |