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) | $34,005 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,352 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $10,200 |
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 | $66,329 | $86,929-23.7% | $102,423-35.2% | $80,856-18.0% |
| Participation rate | 92.4% | 72.4%+20.0pp | 76.5%+15.9pp | 67.6%+24.8pp |
| Annual return | 13.25% | 18.88%-5.6pp | 29.32%-16.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,969 | $2,369-16.9% | $3,023-34.9% | $2,755-28.5% |
| Participant deferral / active EE | $4,482 | $4,118+8.8% | $5,053-11.3% | $4,296+4.3% |
| Admin fee / account holder | $617 | $8,049-92.3% | $9,451-93.5% | $6,918-91.1% |