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 | Finders' fees / placement fees; Share... | $813,579 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 16 · EIN 33-0785439 | Consulting | $151,374 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $10,631 | $49,270-78.4% | $156,549-93.2% | $329,111-96.8% |
| Participation rate | 83.7% | 68.1%+15.5pp | 84.0%-0.3pp | 67.9%+15.8pp |
| Annual return | 9.16% | 23.25%-14.1pp | 32.23%-23.1pp | 16.35%-7.2pp |
| Employer contribution / active EE | $536 | $1,534-65.1% | $5,501-90.3% | $2,303-76.7% |
| Participant deferral / active EE | $1,293 | $2,920-55.7% | $4,871-73.5% | $3,682-64.9% |
| Admin fee / account holder | $84 | $51+65.4% | $13,027-99.4% | $754-88.9% |