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) | $30,722 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,044 |
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 | $61,758 | $80,968-23.7% | $96,544-36.0% | $75,163-17.8% |
| Participation rate | 94.7% | 71.8%+23.0pp | 76.0%+18.8pp | 67.2%+27.5pp |
| Annual return | 16.04% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,937 | $2,282-15.1% | $2,965-34.7% | $2,670-27.5% |
| Participant deferral / active EE | $4,351 | $3,928+10.8% | $4,851-10.3% | $4,125+5.5% |
| Admin fee / account holder | $476 | $6,724-92.9% | $8,252-94.2% | $5,651-91.6% |