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 |
|---|---|---|
HARDY REED LLC4 years Service code 27 · EIN 20-5400340 | Advisory (Plan) | $36,581 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,685 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $12,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,575 | $92,055-20.1% | $106,213-30.7% | $77,643-5.2% |
| Participation rate | 45.3% | 81.0%-35.7pp | 75.3%-29.9pp | 70.6%-25.2pp |
| Annual return | 13.68% | 17.91%-4.2pp | 116.14%-102.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,346 | $3,367-60.0% | $3,171-57.6% | $2,726-50.6% |
| Participant deferral / active EE | $3,116 | $5,386-42.1% | $5,016-37.9% | $4,647-32.9% |
| Admin fee / account holder | $126 | $219-42.5% | $11,033-98.9% | $430-70.8% |