See peer percentile detail. $4.99 for your first month.
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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: ALLIANT INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $31,853 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $23,228 |
WINDES, INC.1+ years Filed as: WINDES & MCCLAUGHRY Service code 10 · EIN 95-3001179 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,313 | $85,135+14.3% | $98,907-1.6% | $73,409+32.6% |
| Participation rate | 64.1% | 81.1%-17.0pp | 76.0%-11.9pp | 72.2%-8.1pp |
| Annual return | 0.00% | 19.14%-19.1pp | 196.43%-196.4pp | 59.29%-59.3pp |
| Employer contribution / active EE | $2,943 | $2,721+8.2% | $2,689+9.5% | $2,234+31.8% |
| Participant deferral / active EE | $4,796 | $4,349+10.3% | $4,244+13.0% | $3,805+26.0% |
| Admin fee / account holder | $345 | $139+147.6% | $6,642-94.8% | $158+118.4% |