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 · EIN 42-0127290 | Contract Administrator | $316,248 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $111,227 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $199,437 | $129,021+54.6% | $184,203+8.3% | $77,643+156.9% |
| Participation rate | 96.1% | 87.3%+8.8pp | 86.8%+9.3pp | 70.6%+25.5pp |
| Annual return | 15.67% | 33.27%-17.6pp | 28.81%-13.1pp | 31.24%-15.6pp |
| Employer contribution / active EE | $5,673 | $4,413+28.6% | $6,427-11.7% | $2,726+108.1% |
| Participant deferral / active EE | $9,580 | $7,297+31.3% | $9,131+4.9% | $4,647+106.1% |
| Admin fee / account holder | $357 | $254+40.8% | $13,901-97.4% | $430-17.0% |