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: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $34,731 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,024 | $65,435-14.4% | $86,677-35.4% | $66,914-16.3% |
| Participation rate | 95.0% | 75.5%+19.6pp | 76.6%+18.5pp | 69.8%+25.2pp |
| Annual return | -16.54% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,770 | $2,153-17.8% | $2,836-37.6% | $2,544-30.4% |
| Participant deferral / active EE | $4,176 | $4,100+1.8% | $4,656-10.3% | $4,237-1.4% |
| Admin fee / account holder | $557 | $642-13.2% | $7,493-92.6% | $593-6.2% |